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Optivise Advisory Services’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Optivise Advisory Services’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
-18,266
Closed -$533K – 180
2024
Q2 		$533K Buy
+18,266
New +$544K 0.29% 78

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

Optivise Advisory Services's KMLM Position: Q3 2024 in Review

Optivise Advisory Services sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q3 2024, closing a stake of 18,266 shares — an estimated $533K sold.

Optivise Advisory Services first reported a position in KMLM in Q2 2024 and held it in 1 quarter. The position peaked at $533K in Q2 2024. 53 funds tracked by Wall St. Rank hold KMLM as of Q3 2024.

  • Optivise Advisory Services reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Optivise Advisory Services sold 18,266 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q3 2024, an estimated $533K.
  • Optivise Advisory Services first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q2 2024 and held it in 1 quarter.
  • Optivise Advisory Services's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $533K in Q2 2024.
  • 53 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q3 2024.

Based on Optivise Advisory Services's 13F filing for Q3 2024, filed 12 Nov 2024.