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Pinnacle Private Wealth’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$599K Buy
+17,202
New +$610K 0.23% 103

Other funds holding KMLM

MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $654M AUM 26.48% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Pinnacle Private Wealth's KMLM Position: Q2 2022 in Review

Pinnacle Private Wealth opened a new position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2022: 17,202 shares worth $599K. The stake represents 0.23% of the portfolio and ranks #103 among its holdings.

18 funds tracked by Wall St. Rank hold KMLM as of Q2 2022.

  • Pinnacle Private Wealth held 17,202 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $599K as of Q2 2022.
  • KFA Mount Lucas Managed Futures Index Strategy ETF was a new Pinnacle Private Wealth position in Q2 2022.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.23% of Pinnacle Private Wealth's portfolio in Q2 2022, its #103 holding.
  • 18 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.