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

Naviter Wealth’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	-27,574	Closed	-$757K	–	298
2025 Q1	$757K	Buy	27,574 +19,660	+248%	+$539K	0.09%	185
2024 Q4	$222K	Sell	7,914 -36,029	-82%	-$1.01M	0.03%	258
2024 Q3	$1.28M	Buy	43,943 +9,541	+28%	+$282K	0.18%	145
2024 Q2	$1M	Sell	34,402 -278	-0.8%	-$8.28K	0.15%	160
2024 Q1	$1.04M	Sell	34,680 -26,653	-43%	-$776K	0.17%	154
2023 Q4	$1.77M	Buy	+61,333	New	+$1.89M	0.36%	76
2023 Q3	–	Sell	-13,265	Closed	-$404K	–	232
2023 Q2	$404K	Sell	13,265 -426,975	-97%	-$13M	0.1%	187
2023 Q1	$13M	Buy	440,240 +353,573	+408%	+$10.5M	4.54%	4
2022 Q4	$2.52M	Buy	+86,667	New	+$3.11M	0.69%	25

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

Naviter Wealth's KMLM Position: Q2 2025 in Review

Naviter Wealth sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2025, closing a stake of 27,574 shares — an estimated $757K sold.

Naviter Wealth first reported a position in KMLM in Q4 2022 and held it in 9 quarters. The position peaked at $13M in Q1 2023. 49 funds tracked by Wall St. Rank hold KMLM as of Q2 2025.

Naviter Wealth reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q2 2025 after selling out during the quarter.
Naviter Wealth sold 27,574 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2025, an estimated $757K.
Naviter Wealth first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2022 and held it in 9 quarters.
Naviter Wealth's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $13M in Q1 2023.
49 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2025.

Based on Naviter Wealth's 13F filing for Q2 2025, filed 28 Jul 2025.