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

PFG 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
Q1 		– Sell
-9,753
Closed -$253K – 808
2025
Q4 		$253K Sell
9,753
-7,624
-44% -$203K 0.01% 689
2025
Q3 		$468K Sell
17,377
-3,401
-16% -$90.9K 0.02% 576
2025
Q2 		$806K Buy
20,778
+11,476
+123% +$302K 0.04% 334
2025
Q1 		$254K Buy
9,302
+2,117
+29% +$58.1K 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% +$13.9K 0.02% 546
2022
Q4 		$245K Buy
8,008
+571
+8% +$20.5K 0.02% 486
2022
Q3 		$285K Buy
+7,437
New +$266K 0.03% 424

Other funds holding KMLM

PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
TBC
Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AIG
Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

PFG Advisors's KMLM Position: Q1 2026 in Review

PFG Advisors sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q1 2026, closing a stake of 9,753 shares — an estimated $253K sold.

PFG Advisors first reported a position in KMLM in Q3 2022 and held it in 8 quarters. The position peaked at $806K in Q2 2025. 50 funds tracked by Wall St. Rank hold KMLM as of Q1 2026.

  • PFG Advisors reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • PFG Advisors sold 9,753 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q1 2026, an estimated $253K.
  • PFG Advisors first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q3 2022 and held it in 8 quarters.
  • PFG Advisors's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $806K in Q2 2025.
  • 50 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2026.

Based on PFG Advisors's 13F filing for Q1 2026, filed 5 May 2026.