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PMV Capital Advisers’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

PMV Capital Advisers’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
2025
Q2 		– Sell
-96,016
Closed -$2.62M – 128
2025
Q1 		$2.62M Buy
96,016
+78,315
+442% +$2.15M 6.36% 4
2024
Q4 		$497K Buy
+17,701
New +$497K 1.34% 12

Other funds holding KMLM

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
TBC
Ted Buchan & Co San Diego, California $275M AUM 18.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return

PMV Capital Advisers's KMLM Position: Q2 2025 in Review

PMV Capital Advisers sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2025, closing a stake of 96,016 shares — an estimated $2.62M sold.

PMV Capital Advisers first reported a position in KMLM in Q4 2024 and held it in 2 quarters. The position peaked at $2.62M in Q1 2025. 49 funds tracked by Wall St. Rank hold KMLM as of Q2 2025.

  • PMV Capital Advisers reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • PMV Capital Advisers sold 96,016 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2025, an estimated $2.62M.
  • PMV Capital Advisers first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2024 and held it in 2 quarters.
  • PMV Capital Advisers's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $2.62M in Q1 2025.
  • 49 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2025.

Based on PMV Capital Advisers's 13F filing for Q2 2025, filed 10 Jul 2025.