MWP
KMLM icon

Meredith Wealth Planning’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Meredith Wealth Planning’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
-27,598
Closed -$843K – 66
2022
Q4 		$843K Buy
+27,598
New +$990K 0.73% 16

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

Meredith Wealth Planning's KMLM Position: Q1 2023 in Review

Meredith Wealth Planning sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q1 2023, closing a stake of 27,598 shares — an estimated $843K sold.

Meredith Wealth Planning first reported a position in KMLM in Q4 2022 and held it in 1 quarter. The position peaked at $843K in Q4 2022. 53 funds tracked by Wall St. Rank hold KMLM as of Q1 2023.

  • Meredith Wealth Planning reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q1 2023 after selling out during the quarter.
  • Meredith Wealth Planning sold 27,598 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q1 2023, an estimated $843K.
  • Meredith Wealth Planning first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2022 and held it in 1 quarter.
  • Meredith Wealth Planning's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $843K 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 Meredith Wealth Planning's 13F filing for Q1 2023, filed 24 Apr 2023.