Mather Group’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Mather Group’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	$8.2K	Hold	298	–	–	﹤0.01%	1537
2026 Q1	$8.4K	Buy	+298	New	+$8.04K	﹤0.01%	1485
2025 Q4	–	Sell	-298	Closed	-$8.03K	–	1184
2025 Q3	$8.03K	Buy	+298	New	+$7.97K	﹤0.01%	1306
2025 Q2	–	Sell	-298	Closed	-$8.13K	–	1210
2025 Q1	$8.13K	Hold	298	–	–	﹤0.01%	1302
2024 Q4	$8.37K	Sell	298 -485	-62%	-$13.6K	﹤0.01%	1278
2024 Q3	$22.9K	Sell	783 -943	-55%	-$27.8K	﹤0.01%	1037
2024 Q2	$51.6K	Sell	1,726 -1,630	-49%	-$48.5K	﹤0.01%	989
2024 Q1	$96.7K	Buy	+3,356	New	+$97.7K	﹤0.01%	711

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

Mather Group's KMLM Position: Q2 2026 in Review

Mather Group held its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) position steady in Q2 2026 at 298 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Mather Group first reported a position in KMLM in Q1 2024 and has held it in 8 quarters since. The position peaked at $96.7K in Q1 2024. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

Mather Group held 298 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $8.2K as of Q2 2026.
Mather Group left its KFA Mount Lucas Managed Futures Index Strategy ETF share count unchanged in Q2 2026.
KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1537 holding.
Mather Group first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2024 and has held it in 8 quarters since.
Mather Group's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $96.7K in Q1 2024.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.