SFSG
Sound Financial Strategies Group’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$13.3K | 3.56% | 6 |
|
|
2024
Q2 | $4.43M | Buy |
152,052
+4,514
| +3% | +$132K | 3.85% | 5 |
|
|
2024
Q1 | $4.41M | Sell |
147,538
-1,214
| -0.8% | -$36.3K | 3.67% | 5 |
|
|
2023
Q4 | $4.29M | Buy |
+148,752
| New | +$4.29M | 3.61% | 5 |
|