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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.15M Sell
119,353
-7,426
-6% -$196K 2.67% 9
2025
Q1
$3.46M Buy
126,779
+3,152
+3% +$86K 2.97% 10
2024
Q4
$3.47M Buy
123,627
+17,748
+17% +$499K 2.74% 12
2024
Q3
$3.09M Sell
105,879
-31
-0% -$906 2.27% 14
2024
Q2
$3.09M Buy
105,910
+790
+0.8% +$23K 2.35% 14
2024
Q1
$3.14M Buy
105,120
+7,370
+8% +$220K 2.36% 14
2023
Q4
$2.82M Buy
+97,750
New +$2.82M 2.26% 14