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Legacy Edge Advisors’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Legacy Edge Advisors’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
2024
Q2 		– Sell
-10,596
Closed -$317K – 179
2024
Q1 		$317K Sell
10,596
-9,854
-48% -$287K 0.07% 126
2023
Q4 		$589K Buy
+20,450
New +$632K 0.13% 88

Other funds holding KMLM

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy Edge Advisors's KMLM Position: Q2 2024 in Review

Legacy Edge Advisors sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2024, closing a stake of 10,596 shares — an estimated $317K sold.

Legacy Edge Advisors first reported a position in KMLM in Q4 2023 and held it in 2 quarters. The position peaked at $589K in Q4 2023. 55 funds tracked by Wall St. Rank hold KMLM as of Q2 2024.

  • Legacy Edge Advisors reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Legacy Edge Advisors sold 10,596 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2024, an estimated $317K.
  • Legacy Edge Advisors first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2023 and held it in 2 quarters.
  • Legacy Edge Advisors's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $589K in Q4 2023.
  • 55 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2024.

Based on Legacy Edge Advisors's 13F filing for Q2 2024, filed 17 Aug 2026.