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Principal Securities’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,727
Closed -$46.5K – 2539
2025
Q3 		$46.5K Hold
1,727
– – ﹤0.01% 1979
2025
Q2 		$45.5K Sell
1,727
-2,674
-61% -$70.4K ﹤0.01% 1935
2025
Q1 		$124K Hold
4,401
– – ﹤0.01% 1339
2024
Q4 		$124K Buy
+4,401
New +$124K ﹤0.01% 1339

Other funds holding KMLM

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
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return

Principal Securities's KMLM Position: Q4 2025 in Review

Principal Securities sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q4 2025, closing a stake of 1,727 shares — an estimated $46.5K sold.

Principal Securities first reported a position in KMLM in Q4 2024 and held it in 4 quarters. The position peaked at $124K in Q1 2025. 46 funds tracked by Wall St. Rank hold KMLM as of Q4 2025.

  • Principal Securities reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,727 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q4 2025, an estimated $46.5K.
  • Principal Securities first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2024 and held it in 4 quarters.
  • Principal Securities's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $124K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.