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Tower Research Capital (TRC)’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Tower Research Capital (TRC)’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
-3
Closed -$84 – 5518
2024
Q4 		$84 Buy
+3
New +$84 ﹤0.01% 5487

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

Tower Research Capital (TRC)'s KMLM Position: Q1 2025 in Review

Tower Research Capital (TRC) sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q1 2025, closing a stake of 3 shares — an estimated $84 sold.

Tower Research Capital (TRC) first reported a position in KMLM in Q4 2024 and held it in 1 quarter. The position peaked at $84 in Q4 2024. 54 funds tracked by Wall St. Rank hold KMLM as of Q1 2025.

  • Tower Research Capital (TRC) reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 3 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q1 2025, an estimated $84.
  • Tower Research Capital (TRC) first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Tower Research Capital (TRC)'s KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $84 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 Tower Research Capital (TRC)'s 13F filing for Q1 2025, filed 15 May 2025.