Level Four Advisory Services’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Level Four Advisory Services’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	-8,145	Closed	-$235K	–	819
2024 Q1	$235K	Buy	+8,145	New	+$237K	0.01%	680

Other funds holding KMLM

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

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

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

SFSG

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Level Four Advisory Services's KMLM Position: Q2 2024 in Review

Level Four Advisory Services sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2024, closing a stake of 8,145 shares — an estimated $235K sold.

Level Four Advisory Services first reported a position in KMLM in Q1 2024 and held it in 1 quarter. The position peaked at $235K in Q1 2024. 55 funds tracked by Wall St. Rank hold KMLM as of Q2 2024.

Level Four Advisory Services reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 8,145 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2024, an estimated $235K.
Level Four Advisory Services first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2024 and held it in 1 quarter.
Level Four Advisory Services's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $235K in Q1 2024.
55 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.