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NVWM LLC’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

NVWM LLC’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 		$1.13M Sell
41,195
-569
-1% -$16.3K 0.23% 122
2026
Q1 		$1.18M Sell
41,764
-17,187
-29% -$463K 0.26% 113
2025
Q4 		$1.53M Buy
58,951
+35,008
+146% +$934K 0.33% 90
2025
Q3 		$645K Buy
23,943
+636
+3% +$17K 0.15% 168
2025
Q2 		$615K Buy
23,307
+3,593
+18% +$94.6K 0.15% 167
2025
Q1 		$538K Sell
19,714
-903
-4% -$24.8K 0.14% 166
2024
Q4 		$579K Buy
20,617
+1,557
+8% +$43.7K 0.15% 163
2024
Q3 		$557K Buy
19,060
+1,058
+6% +$31.2K 0.14% 167
2024
Q2 		$525K Buy
18,002
+1,037
+6% +$30.9K 0.14% 168
2024
Q1 		$507K Buy
16,965
+660
+4% +$19.2K 0.14% 168
2023
Q4 		$470K Buy
16,305
+12,593
+339% +$389K 0.14% 166
2023
Q3 		$121K Buy
3,712
+1,647
+80% +$51.6K 0.04% 196
2023
Q2 		$62.9K Buy
2,065
+171
+9% +$5.22K 0.02% 230
2023
Q1 		$55.8K Buy
1,894
+205
+12% +$6.1K 0.02% 242
2022
Q4 		$56.8K Buy
+1,689
New +$60.6K 0.02% 229

Other funds holding KMLM

TBC
Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

NVWM LLC's KMLM Position: Q2 2026 in Review

NVWM LLC reduced its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 1.4% in Q2 2026, selling an estimated $16.3K and leaving 41,195 shares worth $1.13M. The position accounts for 0.23% of the portfolio, ranked #122.

NVWM LLC first reported a position in KMLM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.53M in Q4 2025. 25 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

  • NVWM LLC held 41,195 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $1.13M as of Q2 2026.
  • NVWM LLC sold 569 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $16.3K.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.23% of NVWM LLC's portfolio in Q2 2026, its #122 holding.
  • NVWM LLC first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2022 and has held it in 15 quarters since.
  • NVWM LLC's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $1.53M in Q4 2025.
  • 25 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.