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
Q1 		– Sell
-985
Closed -$25.6K – 10120
2025
Q4 		$25.6K Buy
+985
New +$26.3K ﹤0.01% 6251
2025
Q3 		– Sell
-342
Closed -$9K – 10119
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 – 9599
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

PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 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
AIG
Abbington Investment Group Westport, Connecticut $172M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $130M AUM 30.01% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return