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Strategic Blueprint’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Strategic Blueprint’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
2025
Q1 		– Sell
-7,557
Closed -$212K – 708
2024
Q4 		$212K Buy
+7,557
New +$212K 0.01% 626

Other funds holding KMLM

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TBC
Ted Buchan & Co San Diego, California $275M AUM 18.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
PCA
PMV Capital Advisers Dallas, Texas $59.3M AUM 19.1% 1-Year Est. Return

Strategic Blueprint's KMLM Position: Q1 2025 in Review

Strategic Blueprint sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q1 2025, closing a stake of 7,557 shares — an estimated $212K sold.

Strategic Blueprint first reported a position in KMLM in Q4 2024 and held it in 1 quarter. The position peaked at $212K in Q4 2024. 54 funds tracked by Wall St. Rank hold KMLM as of Q1 2025.

  • Strategic Blueprint reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Strategic Blueprint sold 7,557 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q1 2025, an estimated $212K.
  • Strategic Blueprint first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Strategic Blueprint's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $212K in Q4 2024.
  • 54 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2025.

Based on Strategic Blueprint's 13F filing for Q1 2025, filed 29 Apr 2025.