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 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

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Ted Buchan & Co San Diego, California $275M AUM 18.72% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Abbington Investment Group Westport, Connecticut $172M AUM

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

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

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return