Triton Wealth Management’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Triton Wealth Management’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 Q4	$313K	Hold	11,192	–	–	0.16%	66
2024 Q3	$326K	Hold	11,192	–	–	0.19%	59
2024 Q2	$331K	Hold	11,192	–	–	0.19%	56
2024 Q1	$345K	Buy	11,192 +68	+0.6%	+$1.98K	0.24%	47
2023 Q4	$319K	Sell	11,124 -21,455	-66%	-$663K	0.21%	48
2023 Q3	$1.01M	Sell	32,579 -65	-0.2%	-$2.04K	0.68%	19
2023 Q2	$1.01M	Buy	+32,644	New	+$997K	0.57%	22

Other funds holding KMLM

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

TBC

Ted Buchan & Co San Diego, California $275M AUM 18.72% 1-Year Est. Return

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

SFSG

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

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

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Triton Wealth Management's KMLM Position: Q4 2024 in Review

Triton Wealth Management held its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) position steady in Q4 2024 at 11,192 shares worth $313K. The position accounts for 0.16% of the portfolio, ranked #66.

Triton Wealth Management first reported a position in KMLM in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.01M in Q3 2023. 57 funds tracked by Wall St. Rank hold KMLM as of Q4 2024.

Triton Wealth Management held 11,192 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $313K as of Q4 2024.
Triton Wealth Management left its KFA Mount Lucas Managed Futures Index Strategy ETF share count unchanged in Q4 2024.
KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.16% of Triton Wealth Management's portfolio in Q4 2024, its #66 holding.
Triton Wealth Management first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q2 2023 and has held it in 7 quarters since.
Triton Wealth Management's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $1.01M in Q3 2023.
57 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q4 2024.

Based on Triton Wealth Management's 13F filing for Q4 2024, filed 18 Mar 2025.