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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
Q3 		$1.35M Buy
43,275
+2,080
+5% +$61.4K 0.25% 109
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

LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

NVWM LLC's KMLM Position: Q3 2026 in Review

NVWM LLC increased its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 5% in Q3 2026, buying an estimated $61.4K and bringing the position to 43,275 shares worth $1.35M. The position accounts for 0.25% of the portfolio, ranked #109.

NVWM LLC first reported a position in KMLM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.53M in Q4 2025. 15 funds tracked by Wall St. Rank hold KMLM as of Q3 2026.

  • NVWM LLC held 43,275 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $1.35M as of Q3 2026.
  • NVWM LLC bought 2,080 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q3 2026, an estimated $61.4K.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.25% of NVWM LLC's portfolio in Q3 2026, its #109 holding.
  • NVWM LLC first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2022 and has held it in 16 quarters since.
  • NVWM LLC's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $1.53M in Q4 2025.
  • 15 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.