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Summit Wealth & Retirement Planning’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Summit Wealth & Retirement Planning’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
2024
Q1 		– Sell
-227,953
Closed -$6.57M – 68
2023
Q4 		$6.57M Buy
227,953
+188,961
+485% +$5.84M 2.78% 12
2023
Q3 		$1.27M Sell
38,992
-3,238
-8% -$101K 0.51% 25
2023
Q2 		$1.29M Sell
42,230
-119,186
-74% -$3.64M 0.51% 25
2023
Q1 		$4.76M Buy
+161,416
New +$4.8M 1.78% 16

Other funds holding KMLM

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RAM
RedJay Asset Management Toronto, Ontario, Canada $639M AUM 21.05% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Summit Wealth & Retirement Planning's KMLM Position: Q1 2024 in Review

Summit Wealth & Retirement Planning sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q1 2024, closing a stake of 227,953 shares — an estimated $6.57M sold.

Summit Wealth & Retirement Planning first reported a position in KMLM in Q1 2023 and held it in 4 quarters. The position peaked at $6.57M in Q4 2023. 55 funds tracked by Wall St. Rank hold KMLM as of Q1 2024.

  • Summit Wealth & Retirement Planning reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 227,953 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q1 2024, an estimated $6.57M.
  • Summit Wealth & Retirement Planning first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2023 and held it in 4 quarters.
  • Summit Wealth & Retirement Planning's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $6.57M in Q4 2023.
  • 55 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2024.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2024, filed 9 May 2024.