Longview Financial Advisors’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Longview Financial 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
2026 Q3	$3.7M	Sell	119,099 -8,836	-7%	-$261K	2.12%	13
2026 Q2	$3.52M	Sell	127,935 -6,678	-5%	-$191K	2.06%	13
2026 Q1	$3.8M	Buy	134,613 +7,592	+6%	+$205K	2.32%	13
2025 Q4	$3.3M	Buy	127,021 +4,163	+3%	+$111K	2.24%	13
2025 Q3	$3.31M	Buy	122,858 +3,505	+3%	+$93.7K	2.36%	13
2025 Q2	$3.15M	Sell	119,353 -7,426	-6%	-$196K	2.67%	9
2025 Q1	$3.46M	Buy	126,779 +3,152	+3%	+$86.5K	2.97%	10
2024 Q4	$3.47M	Buy	123,627 +17,748	+17%	+$498K	2.74%	12
2024 Q3	$3.09M	Sell	105,879 -31	-0%	-$915	2.27%	14
2024 Q2	$3.09M	Buy	105,910 +790	+0.8%	+$23.5K	2.35%	14
2024 Q1	$3.14M	Buy	105,120 +7,370	+8%	+$214K	2.36%	14
2023 Q4	$2.82M	Buy	+97,750	New	+$3.02M	2.26%	14

Other funds holding KMLM

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Longview Financial Advisors's KMLM Position: Q3 2026 in Review

Longview Financial Advisors reduced its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 6.9% in Q3 2026, selling an estimated $261K and leaving 119,099 shares worth $3.7M. The position accounts for 2.12% of the portfolio, ranked #13.

Longview Financial Advisors first reported a position in KMLM in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.8M in Q1 2026. 19 funds tracked by Wall St. Rank hold KMLM as of Q3 2026.

Longview Financial Advisors held 119,099 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $3.7M as of Q3 2026.
Longview Financial Advisors sold 8,836 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q3 2026, an estimated $261K.
KFA Mount Lucas Managed Futures Index Strategy ETF made up 2.12% of Longview Financial Advisors's portfolio in Q3 2026, its #13 holding.
Longview Financial Advisors first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2023 and has held it in 12 quarters since.
Longview Financial Advisors's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $3.8M in Q1 2026.
19 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q3 2026.

Based on Longview Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.