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MGO One Seven’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

MGO One Seven’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 		$410K Buy
14,913
+2,200
+17% +$63K 0.01% 1068
2026
Q1 		$359K Sell
12,713
-1,201
-9% -$32.4K 0.01% 1058
2025
Q4 		$361K Sell
13,914
-709
-5% -$18.9K 0.01% 1022
2025
Q3 		$394K Buy
14,623
+1,481
+11% +$39.6K 0.01% 909
2025
Q2 		$347K Buy
13,142
+154
+1% +$4.06K 0.01% 877
2025
Q1 		$354K Buy
12,988
+1,562
+14% +$42.9K 0.01% 751
2024
Q4 		$321K Buy
11,426
+75
+0.7% +$2.11K 0.01% 809
2024
Q3 		$332K Buy
11,351
+499
+5% +$14.7K 0.01% 729
2024
Q2 		$316K Buy
10,852
+388
+4% +$11.6K 0.02% 748
2024
Q1 		$313K Buy
10,464
+1,662
+19% +$48.4K 0.02% 711
2023
Q4 		$254K Buy
8,802
+874
+11% +$27K 0.01% 754
2023
Q3 		$258K Buy
+7,928
New +$249K 0.02% 690

Other funds holding KMLM

TBC
Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

MGO One Seven's KMLM Position: Q2 2026 in Review

MGO One Seven increased its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 17% in Q2 2026, buying an estimated $63K and bringing the position to 14,913 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #1068.

MGO One Seven first reported a position in KMLM in Q3 2023 and has held it in 12 quarters since. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

  • MGO One Seven held 14,913 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $410K as of Q2 2026.
  • MGO One Seven bought 2,200 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $63K.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #1068 holding.
  • MGO One Seven first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q3 2023 and has held it in 12 quarters since.
  • 61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.