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
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
-7,300
-82% -$212K ﹤0.01% 6226
2023
Q4 		$257K Buy
8,906
+8,845
+14,500% +$273K ﹤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

PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
TBC
Ted Buchan & Co San Diego, California $275M AUM 18.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AIG
Abbington Investment Group Westport, Connecticut $172M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 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 $147M AUM 9.1% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return