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 Q2	$8.51M	Buy	309,090 +1,689	+0.5%	+$48.4K	2.78%	12
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

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

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

Ted Buchan & Co's KMLM Position: Q2 2026 in Review

Ted Buchan & Co increased its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 0.55% in Q2 2026, buying an estimated $48.4K and bringing the position to 309,090 shares worth $8.51M. The position accounts for 2.78% of the portfolio, ranked #12.

Ted Buchan & Co first reported a position in KMLM in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.67M in Q1 2026. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

Ted Buchan & Co held 309,090 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $8.51M as of Q2 2026.
Ted Buchan & Co bought 1,689 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $48.4K.
KFA Mount Lucas Managed Futures Index Strategy ETF made up 2.78% of Ted Buchan & Co's portfolio in Q2 2026, its #12 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 9 quarters since.
Ted Buchan & Co's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $8.67M in Q1 2026.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.