SW
KMLM icon

SteelPeak Wealth’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

SteelPeak Wealth’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 		$924K Buy
+33,581
New +$962K 0.02% 326
2024
Q4 		– Sell
-14,025
Closed -$410K – 602
2024
Q3 		$410K Hold
14,025
– – 0.02% 346
2024
Q2 		$409K Sell
14,025
-4,500
-24% -$134K 0.02% 344
2024
Q1 		$554K Hold
18,525
– – 0.03% 284
2023
Q4 		$534K Hold
18,525
– – 0.03% 270
2023
Q3 		$603K Buy
18,525
+250
+1% +$7.84K 0.04% 232
2023
Q2 		$557K Buy
18,275
+1,600
+10% +$48.9K 0.03% 235
2023
Q1 		$492K Buy
+16,675
New +$496K 0.03% 246

Other funds holding KMLM

LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return