Lifetime Wealth Management’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Lifetime Wealth Management’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
2026 Q2	$1.24M	Sell	44,907 -951	-2%	-$27.2K	0.72%	38
2026 Q1	$1.29M	Buy	45,858 +2,803	+7%	+$75.6K	0.74%	38
2025 Q4	$1.12M	Buy	+43,055	New	+$1.15M	0.7%	43

Other funds holding KMLM

TBC

Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

AIG

Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

LFA

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

SFSG

Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return

IIM

Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Lifetime Wealth Management's KMLM Position: Q2 2026 in Review

Lifetime Wealth Management reduced its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 2.1% in Q2 2026, selling an estimated $27.2K and leaving 44,907 shares worth $1.24M. The position accounts for 0.72% of the portfolio, ranked #38.

Lifetime Wealth Management first reported a position in KMLM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.29M in Q1 2026. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

Lifetime Wealth Management held 44,907 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $1.24M as of Q2 2026.
Lifetime Wealth Management sold 951 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $27.2K.
KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.72% of Lifetime Wealth Management's portfolio in Q2 2026, its #38 holding.
Lifetime Wealth Management first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2025 and has held it in 3 quarters since.
Lifetime Wealth Management's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $1.29M in Q1 2026.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.