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McIlrath & Eck’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

McIlrath & Eck’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
2023
Q1 		– Sell
-1,800
Closed -$55K – 949
2022
Q4 		$55K Buy
+1,800
New +$64.6K 0.01% 227

Other funds holding KMLM

MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $105M AUM
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return

McIlrath & Eck's KMLM Position: Q1 2023 in Review

McIlrath & Eck sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q1 2023, closing a stake of 1,800 shares — an estimated $55K sold.

McIlrath & Eck first reported a position in KMLM in Q4 2022 and held it in 1 quarter. The position peaked at $55K in Q4 2022. 53 funds tracked by Wall St. Rank hold KMLM as of Q1 2023.

  • McIlrath & Eck reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q1 2023 after selling out during the quarter.
  • McIlrath & Eck sold 1,800 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q1 2023, an estimated $55K.
  • McIlrath & Eck first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2022 and held it in 1 quarter.
  • McIlrath & Eck's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $55K in Q4 2022.
  • 53 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2023.

Based on McIlrath & Eck's 13F filing for Q1 2023, filed 9 May 2023.