Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Northwestern Mutual Wealth Management’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
2024
Q3 		– Sell
-125
Closed -$3.65K – 3732
2024
Q2 		$3.65K Buy
+125
New +$3.72K ﹤0.01% 2958
2024
Q1 		– Sell
-2,928
Closed -$84.4K – 3691
2023
Q4 		$84.4K Buy
+2,928
New +$90.4K ﹤0.01% 1848

Other funds holding KMLM

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TBC
Ted Buchan & Co San Diego, California $275M AUM 18.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Northwestern Mutual Wealth Management's KMLM Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q3 2024, closing a stake of 125 shares — an estimated $3.65K sold.

Northwestern Mutual Wealth Management first reported a position in KMLM in Q4 2023 and held it in 2 quarters. The position peaked at $84.4K in Q4 2023. 53 funds tracked by Wall St. Rank hold KMLM as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 125 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q3 2024, an estimated $3.65K.
  • Northwestern Mutual Wealth Management first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2023 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $84.4K in Q4 2023.
  • 53 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.