NBT Bank
KMLM icon

NBT Bank’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

NBT Bank’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
Q3 		– Sell
-120
Closed -$3.3K – 797
2026
Q2 		$3.3K Hold
120
– – ﹤0.01% 812
2026
Q1 		$3.38K Buy
+120
New +$3.24K ﹤0.01% 762

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Longview Financial Advisors
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Illumine Investment Management
Illumine Investment Management Poulsbo, Washington $144M AUM 33.61% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
NVWM LLC
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

NBT Bank's KMLM Position: Q3 2026 in Review

NBT Bank sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q3 2026, closing a stake of 120 shares — an estimated $3.3K sold.

NBT Bank first reported a position in KMLM in Q1 2026 and held it in 2 quarters. The position peaked at $3.38K in Q1 2026. 24 funds tracked by Wall St. Rank hold KMLM as of Q3 2026.

  • NBT Bank reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q3 2026 after selling out during the quarter.
  • NBT Bank sold 120 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q3 2026, an estimated $3.3K.
  • NBT Bank first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2026 and held it in 2 quarters.
  • NBT Bank's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $3.38K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.