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	–	601
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

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

SFSG

Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 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

SteelPeak Wealth's KMLM Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2026: 33,581 shares worth $924K. The stake represents 0.02% of the portfolio and ranks #326 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in KMLM as recently as Q3 2024.

SteelPeak Wealth first reported a position in KMLM in Q1 2023 and has held it in 8 quarters since. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

SteelPeak Wealth held 33,581 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $924K as of Q2 2026.
KFA Mount Lucas Managed Futures Index Strategy ETF was a new SteelPeak Wealth position in Q2 2026.
KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #326 holding.
SteelPeak Wealth first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2023 and has held it in 8 quarters since.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.