PFG Advisors’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806K | Buy |
20,778
+11,476
| +123% | +$445K | 0.04% | 334 |
|
|
2025
Q1 | $254K | Buy |
9,302
+2,117
| +29% | +$57.8K | 0.01% | 623 |
|
|
2024
Q4 | $202K | Buy |
+7,185
| New | +$202K | 0.01% | 675 |
|
|
2023
Q2 | – | Sell |
-8,475
| Closed | -$250K | – | 683 |
|
|
2023
Q1 | $250K | Buy |
8,475
+467
| +6% | +$13.8K | 0.02% | 546 |
|
|
2022
Q4 | $245K | Buy |
8,008
+571
| +8% | +$17.4K | 0.02% | 486 |
|
|
2022
Q3 | $285K | Buy |
+7,437
| New | +$285K | 0.03% | 424 |
|