Morgan Stanley
KMLM icon

Morgan Stanley’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Morgan Stanley’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 		$52 Hold
1
– – ﹤0.01% 8088
2026
Q1 		$54 Sell
1
-1
-50% -$27 ﹤0.01% 7931
2025
Q4 		$59 Sell
2
-1,350
-100% -$36K ﹤0.01% 7802
2025
Q3 		$36.4K Hold
1,352
– – ﹤0.01% 6507
2025
Q2 		$35.7K Sell
1,352
-310,336
-100% -$8.17M ﹤0.01% 6473
2025
Q1 		$8.5M Buy
311,688
+3,293
+1% +$90.4K ﹤0.01% 3488
2024
Q4 		$8.67M Buy
308,395
+1
+0% +$28 ﹤0.01% 3522
2024
Q3 		$9.01M Buy
308,394
+301,500
+4,373% +$8.9M ﹤0.01% 3512
2024
Q2 		$201K Buy
6,894
+5,288
+329% +$157K ﹤0.01% 5674
2024
Q1 		$48K Sell
1,606
-2,847
-64% -$82.8K ﹤0.01% 6226
2023
Q4 		$128K Buy
4,453
+4,392
+7,200% +$136K ﹤0.01% 5852
2023
Q3 		$1.99K Buy
+61
New +$1.91K ﹤0.01% 7132
2023
Q1 		– Sell
-8
Closed -$244 – 7779
2022
Q4 		$244 Buy
+8
New +$287 ﹤0.01% 7627

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

Morgan Stanley's KMLM Position: Q2 2026 in Review

Morgan Stanley held its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) position steady in Q2 2026 at 1 share worth $52. The position accounts for ﹤0.01% of the portfolio, ranked #8088.

Morgan Stanley first reported a position in KMLM in Q4 2022 and has held it in 13 quarters since. The position peaked at $9.01M in Q3 2024. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

  • Morgan Stanley held 1 share of KFA Mount Lucas Managed Futures Index Strategy ETF worth $52 as of Q2 2026.
  • Morgan Stanley left its KFA Mount Lucas Managed Futures Index Strategy ETF share count unchanged in Q2 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8088 holding.
  • Morgan Stanley first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2022 and has held it in 13 quarters since.
  • Morgan Stanley's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $9.01M in Q3 2024.
  • 61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.