Ted Buchan & Co’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Ted Buchan & Co’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	$8.67M	Buy	307,401 +28,547	+10%	+$770K	3.15%	10
2025 Q4	$7.24M	Buy	278,854 +20,262	+8%	+$541K	2.66%	14
2025 Q3	$6.96M	Sell	258,592 -6,836	-3%	-$183K	2.73%	13
2025 Q2	$7M	Buy	265,428 +12,046	+5%	+$317K	2.78%	14
2025 Q1	$6.91M	Buy	253,382 +18,645	+8%	+$512K	3.27%	12
2024 Q4	$6.6M	Buy	234,737 +8,205	+4%	+$230K	3.11%	11
2024 Q3	$6.62M	Buy	226,532 +133,726	+144%	+$3.95M	3.14%	12
2024 Q2	$2.71M	Buy	+92,806	New	+$2.76M	1.45%	18

Other funds holding KMLM

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AIG

Abbington Investment Group Westport, Connecticut $172M AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 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 $147M AUM 9.1% 1-Year Est. Return

IIM

Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Ted Buchan & Co's KMLM Position: Q1 2026 in Review

Ted Buchan & Co increased its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 10% in Q1 2026, buying an estimated $770K and bringing the position to 307,401 shares worth $8.67M. The position accounts for 3.15% of the portfolio, ranked #10.

Ted Buchan & Co first reported a position in KMLM in Q2 2024 and has held it in 8 quarters since. 50 funds tracked by Wall St. Rank hold KMLM as of Q1 2026.

Ted Buchan & Co held 307,401 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $8.67M as of Q1 2026.
Ted Buchan & Co bought 28,547 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q1 2026, an estimated $770K.
KFA Mount Lucas Managed Futures Index Strategy ETF made up 3.15% of Ted Buchan & Co's portfolio in Q1 2026, its #10 holding.
Ted Buchan & Co first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q2 2024 and has held it in 8 quarters since.
50 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.