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Persium Advisors’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Persium Advisors’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 		– Sell
-28,950
Closed -$797K – 73
2026
Q2 		$797K Buy
+28,950
New +$829K 0.52% 43

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
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 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

Persium Advisors's KMLM Position: Q3 2026 in Review

Persium Advisors sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q3 2026, closing a stake of 28,950 shares — an estimated $797K sold.

Persium Advisors first reported a position in KMLM in Q2 2026 and held it in 1 quarter. The position peaked at $797K in Q2 2026. 15 funds tracked by Wall St. Rank hold KMLM as of Q3 2026.

  • Persium Advisors reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q3 2026 after selling out during the quarter.
  • Persium Advisors sold 28,950 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q3 2026, an estimated $797K.
  • Persium Advisors first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q2 2026 and held it in 1 quarter.
  • Persium Advisors's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $797K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.