Laurel Wealth Advisors (California)’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio KMLM Stock Details KMLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$406K	Sell	13,278 -8,658	-39%	-$311K	0.04%	411
2022 Q3	$841K	Buy	21,936 +12,232	+126%	+$437K	0.09%	240
2022 Q2	$338K	Buy	+9,704	New	+$344K	0.03%	460

Other funds holding KMLM

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $105M AUM

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Laurel Wealth Advisors (California)'s KMLM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 39% in Q4 2022, selling an estimated $311K and leaving 13,278 shares worth $406K. The position accounts for 0.04% of the portfolio, ranked #411.

Laurel Wealth Advisors (California) first reported a position in KMLM in Q2 2022 and has held it in 3 quarters since. The position peaked at $841K in Q3 2022. 57 funds tracked by Wall St. Rank hold KMLM as of Q4 2022.

Laurel Wealth Advisors (California) held 13,278 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $406K as of Q4 2022.
Laurel Wealth Advisors (California) sold 8,658 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q4 2022, an estimated $311K.
KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #411 holding.
Laurel Wealth Advisors (California) first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q2 2022 and has held it in 3 quarters since.
Laurel Wealth Advisors (California)'s KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $841K in Q3 2022.
57 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.