Simplex Trading
KMLM icon

Simplex Trading’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Simplex Trading’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
Q2 		$17.5K Buy
+636
New +$18.2K ﹤0.01% 7227
2026
Q1 		– Sell
-985
Closed -$25.6K – 9631
2025
Q4 		$25.6K Buy
+985
New +$26.3K ﹤0.01% 6251
2025
Q3 		– Sell
-342
Closed -$9K – 9553
2025
Q2 		$9K Sell
342
-373
-52% -$9.82K ﹤0.01% 7393
2025
Q1 		$19K Buy
715
+445
+165% +$12.2K ﹤0.01% 6615
2024
Q4 		$7K Buy
+270
New +$7.58K ﹤0.01% 7429
2024
Q3 		– Sell
-138
Closed -$4K – 9040
2024
Q2 		$4K Sell
138
-262
-66% -$7.8K ﹤0.01% 7999
2024
Q1 		$11K Buy
400
+300
+300% +$8.73K ﹤0.01% 7547
2023
Q4 		$2K Buy
+100
New +$3.09K ﹤0.01% 8291

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
AIG
Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 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 $157M AUM 15.51% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Simplex Trading's KMLM Position: Q2 2026 in Review

Simplex Trading opened a new position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2026: 636 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #7227 among its holdings. This is a return to the name: Simplex Trading previously reported a position in KMLM as recently as Q4 2025.

Simplex Trading first reported a position in KMLM in Q4 2023 and has held it in 8 quarters since. The position peaked at $25.6K in Q4 2025. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

  • Simplex Trading held 636 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $17.5K as of Q2 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF was a new Simplex Trading position in Q2 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7227 holding.
  • Simplex Trading first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2023 and has held it in 8 quarters since.
  • Simplex Trading's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $25.6K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.