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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$801K Buy
30,334
+2,270
+8% +$59.9K 0.19% 74
2025
Q1
$763K Buy
28,064
+5,652
+25% +$154K 0.23% 80
2024
Q4
$630K Sell
22,412
-128
-0.6% -$3.6K 0.19% 47
2024
Q3
$659K Buy
+22,540
New +$659K 0.22% 50