Mather Group
KMLM icon

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
Q3 		$9.26K Hold
298
– – ﹤0.01% 1668
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 -$8.02K – 1184
2025
Q3 		$8.02K 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

Ted Buchan & Co
Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return
Longview Financial Advisors
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
Illumine Investment Management
Illumine Investment Management Poulsbo, Washington $144M AUM 33.61% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
NVWM LLC
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Mather Group's KMLM Position: Q3 2026 in Review

Mather Group held its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) position steady in Q3 2026 at 298 shares worth $9.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Mather Group first reported a position in KMLM in Q1 2024 and has held it in 9 quarters since. The position peaked at $96.7K in Q1 2024. 24 funds tracked by Wall St. Rank hold KMLM as of Q3 2026.

  • Mather Group held 298 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $9.26K as of Q3 2026.
  • Mather Group left its KFA Mount Lucas Managed Futures Index Strategy ETF share count unchanged in Q3 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1668 holding.
  • Mather Group first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2024 and has held it in 9 quarters since.
  • Mather Group's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $96.7K in Q1 2024.
  • 24 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.