ORG Wealth Partners’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

ORG Wealth Partners’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	$1.52M	Buy	55,057 +14,204	+35%	+$407K	0.23%	57
2026 Q1	$1.15M	Buy	40,853 +10,139	+33%	+$273K	0.23%	64
2025 Q4	$797K	Buy	30,714 +391	+1%	+$10.4K	0.19%	81
2025 Q3	$817K	Sell	30,323 -11	-0%	-$294	0.17%	86
2025 Q2	$801K	Buy	30,334 +2,270	+8%	+$59.8K	0.19%	74
2025 Q1	$763K	Buy	28,064 +5,652	+25%	+$155K	0.23%	80
2024 Q4	$630K	Sell	22,412 -128	-0.6%	-$3.59K	0.19%	47
2024 Q3	$659K	Buy	+22,540	New	+$665K	0.22%	50

Other funds holding KMLM

TBC

Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return

IIM

Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

ORG Wealth Partners's KMLM Position: Q2 2026 in Review

ORG Wealth Partners increased its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 35% in Q2 2026, buying an estimated $407K and bringing the position to 55,057 shares worth $1.52M. The position accounts for 0.23% of the portfolio, ranked #57.

ORG Wealth Partners first reported a position in KMLM in Q3 2024 and has held it in 8 quarters since. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

ORG Wealth Partners held 55,057 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $1.52M as of Q2 2026.
ORG Wealth Partners bought 14,204 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $407K.
KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.23% of ORG Wealth Partners's portfolio in Q2 2026, its #57 holding.
ORG Wealth Partners first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q3 2024 and has held it in 8 quarters since.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.