Silverlake Wealth Management’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Silverlake Wealth Management’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
2023 Q4	–	Sell	-6,795	Closed	-$221K	–	241
2023 Q3	$221K	Hold	6,795	–	–	0.12%	200
2023 Q2	$207K	Hold	6,795	–	–	0.12%	209
2023 Q1	$200K	Hold	6,795	–	–	0.12%	198
2022 Q4	$208K	Buy	+6,795	New	+$244K	0.13%	192

Other funds holding KMLM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SEA

Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return

Silverlake Wealth Management's KMLM Position: Q4 2023 in Review

Silverlake Wealth Management sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q4 2023, closing a stake of 6,795 shares — an estimated $221K sold.

Silverlake Wealth Management first reported a position in KMLM in Q4 2022 and held it in 4 quarters. The position peaked at $221K in Q3 2023. 61 funds tracked by Wall St. Rank hold KMLM as of Q4 2023.

Silverlake Wealth Management reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q4 2023 after selling out during the quarter.
Silverlake Wealth Management sold 6,795 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q4 2023, an estimated $221K.
Silverlake Wealth Management first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2022 and held it in 4 quarters.
Silverlake Wealth Management's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $221K in Q3 2023.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q4 2023.

Based on Silverlake Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.