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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
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

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Longview Financial Advisors's KMLM Position: Q2 2026 in Review

Longview Financial Advisors reduced its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 5% in Q2 2026, selling an estimated $191K and leaving 127,935 shares worth $3.52M. The position accounts for 2.06% of the portfolio, ranked #13.

Longview Financial Advisors first reported a position in KMLM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.8M in Q1 2026. 6 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

  • Longview Financial Advisors held 127,935 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $3.52M as of Q2 2026.
  • Longview Financial Advisors sold 6,678 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $191K.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up 2.06% of Longview Financial Advisors's portfolio in Q2 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 11 quarters since.
  • Longview Financial Advisors's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $3.8M in Q1 2026.
  • 6 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.