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Tactive Advisors’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Tactive Advisors’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
Q1 		– Sell
-14,418
Closed -$374K – 278
2025
Q4 		$374K Sell
14,418
-15,847
-52% -$423K 0.11% 173
2025
Q3 		$815K Buy
+30,265
New +$809K 0.23% 102
2024
Q1 		$2.66M Buy
+88,838
New +$2.58M 1.41% 20

Other funds holding KMLM

PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
TBC
Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AIG
Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Tactive Advisors's KMLM Position: Q1 2026 in Review

Tactive Advisors sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q1 2026, closing a stake of 14,418 shares — an estimated $374K sold.

Tactive Advisors first reported a position in KMLM in Q1 2024 and held it in 3 quarters. The position peaked at $2.66M in Q1 2024. 50 funds tracked by Wall St. Rank hold KMLM as of Q1 2026.

  • Tactive Advisors reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Tactive Advisors sold 14,418 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q1 2026, an estimated $374K.
  • Tactive Advisors first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2024 and held it in 3 quarters.
  • Tactive Advisors's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $2.66M in Q1 2024.
  • 50 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2026.

Based on Tactive Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.