Raymond James Financial
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Raymond James Financial’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Raymond James Financial’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 		$7.24M Buy
256,612
+45,875
+22% +$1.24M ﹤0.01% 2285
2025
Q4 		$5.47M Sell
210,737
-2,628
-1% -$70.1K ﹤0.01% 2444
2025
Q3 		$5.75M Buy
213,365
+25,414
+14% +$679K ﹤0.01% 2362
2025
Q2 		$4.96M Buy
187,951
+19,272
+11% +$508K ﹤0.01% 2391
2025
Q1 		$4.6M Buy
168,679
+12,975
+8% +$356K ﹤0.01% 2386
2024
Q4 		$4.38M Buy
+155,704
New +$4.37M ﹤0.01% 2405

Other funds holding KMLM

PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
TBC
Ted Buchan & Co San Diego, California $306M AUM 21.07% 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 22.94% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 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 $147M AUM 9.1% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial's KMLM Position: Q1 2026 in Review

Raymond James Financial increased its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 22% in Q1 2026, buying an estimated $1.24M and bringing the position to 256,612 shares worth $7.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

Raymond James Financial first reported a position in KMLM in Q4 2024 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold KMLM as of Q1 2026.

  • Raymond James Financial held 256,612 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $7.24M as of Q1 2026.
  • Raymond James Financial bought 45,875 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q1 2026, an estimated $1.24M.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2285 holding.
  • Raymond James Financial first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2024 and has held it in 6 quarters since.
  • 50 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.