Sound Financial Strategies Group’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Sound Financial Strategies Group’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	$3.19M	Buy	113,040 +33,678	+42%	+$908K	2.18%	11
2025 Q4	$2.06M	Buy	79,362 +16,371	+26%	+$437K	1.45%	17
2025 Q3	$1.7M	Buy	+62,991	New	+$1.68M	1.24%	17
2025 Q1	–	Sell	-143,403	Closed	-$4.03M	–	104
2024 Q4	$4.03M	Sell	143,403 -8,193	-5%	-$230K	3.36%	5
2024 Q3	$4.43M	Sell	151,596 -456	-0.3%	-$13.5K	3.56%	6
2024 Q2	$4.43M	Buy	152,052 +4,514	+3%	+$134K	3.85%	5
2024 Q1	$4.41M	Sell	147,538 -1,214	-0.8%	-$35.3K	3.67%	5
2023 Q4	$4.29M	Buy	+148,752	New	+$4.59M	3.61%	5

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AIG

Abbington Investment Group Westport, Connecticut $172M AUM

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

IIM

Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

Sound Financial Strategies Group's KMLM Position: Q1 2026 in Review

Sound Financial Strategies Group increased its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 42% in Q1 2026, buying an estimated $908K and bringing the position to 113,040 shares worth $3.19M. The position accounts for 2.18% of the portfolio, ranked #11.

Sound Financial Strategies Group first reported a position in KMLM in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.43M in Q2 2024. 50 funds tracked by Wall St. Rank hold KMLM as of Q1 2026.

Sound Financial Strategies Group held 113,040 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $3.19M as of Q1 2026.
Sound Financial Strategies Group bought 33,678 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q1 2026, an estimated $908K.
KFA Mount Lucas Managed Futures Index Strategy ETF made up 2.18% of Sound Financial Strategies Group's portfolio in Q1 2026, its #11 holding.
Sound Financial Strategies Group first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2023 and has held it in 8 quarters since.
Sound Financial Strategies Group's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $4.43M in Q2 2024.
50 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.