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 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

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

TBC

Ted Buchan & Co San Diego, California $275M AUM 18.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AIG

Abbington Investment Group Westport, Connecticut $172M AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 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 $147M AUM 9.1% 1-Year Est. Return

IIM

Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Mather Group's KMLM Position: Q1 2026 in Review

Mather Group opened a new position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q1 2026: 298 shares worth $8.4K. The stake represents ﹤0.01% of the portfolio and ranks #1485 among its holdings. This is a return to the name: Mather Group previously reported a position in KMLM as recently as Q3 2025.

Mather Group first reported a position in KMLM in Q1 2024 and has held it in 7 quarters since. The position peaked at $96.7K in Q1 2024. 50 funds tracked by Wall St. Rank hold KMLM as of Q1 2026.

Mather Group held 298 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $8.4K as of Q1 2026.
KFA Mount Lucas Managed Futures Index Strategy ETF was a new Mather Group position in Q1 2026.
KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1485 holding.
Mather Group first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2024 and has held it in 7 quarters since.
Mather Group's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $96.7K in Q1 2024.
50 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.