MML Investors Services’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

MML Investors Services’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
2025 Q2	–	Sell	-83,916	Closed	-$2.29M	–	2846
2025 Q1	$2.29M	Sell	83,916 -2,504	-3%	-$68.7K	0.01%	1099
2024 Q4	$2.43M	Sell	86,420 -21,585	-20%	-$606K	0.01%	1027
2024 Q3	$3.16M	Buy	108,005 +8,428	+8%	+$249K	0.01%	882
2024 Q2	$2.9M	Buy	+99,577	New	+$2.97M	0.01%	872
2023 Q3	–	Sell	-14,244	Closed	-$434K	–	2339
2023 Q2	$434K	Buy	+14,244	New	+$435K	﹤0.01%	1724
2023 Q1	–	Sell	-21,121	Closed	-$645K	–	2184
2022 Q4	$645K	Sell	21,121 -18,786	-47%	-$674K	﹤0.01%	1364
2022 Q3	$1.53M	Buy	+39,907	New	+$1.43M	0.01%	863

Other funds holding KMLM

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

IIM

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MPW

Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return

MML Investors Services's KMLM Position: Q2 2025 in Review

MML Investors Services sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2025, closing a stake of 83,916 shares — an estimated $2.29M sold.

MML Investors Services first reported a position in KMLM in Q3 2022 and held it in 7 quarters. The position peaked at $3.16M in Q3 2024. 49 funds tracked by Wall St. Rank hold KMLM as of Q2 2025.

MML Investors Services reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q2 2025 after selling out during the quarter.
MML Investors Services sold 83,916 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2025, an estimated $2.29M.
MML Investors Services first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q3 2022 and held it in 7 quarters.
MML Investors Services's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $3.16M in Q3 2024.
49 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2025.

Based on MML Investors Services's 13F filing for Q2 2025, filed 14 Aug 2025.