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 Q2	$3.11M	Sell	113,028 -12	-0%	-$344	1.98%	15
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

TBC

Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

IIM

Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

Sound Financial Strategies Group's KMLM Position: Q2 2026 in Review

Sound Financial Strategies Group reduced its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 0.01% in Q2 2026, selling an estimated $344 and leaving 113,028 shares worth $3.11M. The position accounts for 1.98% of the portfolio, ranked #15.

Sound Financial Strategies Group first reported a position in KMLM in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.43M in Q2 2024. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

Sound Financial Strategies Group held 113,028 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $3.11M as of Q2 2026.
Sound Financial Strategies Group sold 12 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $344.
KFA Mount Lucas Managed Futures Index Strategy ETF made up 1.98% of Sound Financial Strategies Group's portfolio in Q2 2026, its #15 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 9 quarters since.
Sound Financial Strategies Group's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $4.43M in Q2 2024.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.