UBS Group
KMLM icon

UBS Group’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

UBS Group’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 		$102K Buy
3,705
+3,305
+826% +$94.7K ﹤0.01% 7179
2026
Q1 		$11.3K Buy
+400
New +$10.8K ﹤0.01% 8318
2025
Q4 		– Sell
-36
Closed -$969 – 10881
2025
Q3 		$969 Sell
36
-835
-96% -$22.3K ﹤0.01% 9477
2025
Q2 		$23K Sell
871
-9,823
-92% -$259K ﹤0.01% 8344
2025
Q1 		$292K Buy
+10,694
New +$293K ﹤0.01% 6267
2024
Q2 		– Sell
-582
Closed -$17.4K – 9827
2024
Q1 		$17.4K Sell
582
-7,013
-92% -$204K ﹤0.01% 6986
2023
Q4 		$219K Buy
+7,595
New +$235K ﹤0.01% 5731
2023
Q3 		– Sell
-1,908
Closed -$58.1K – 9728
2023
Q2 		$58.1K Buy
+1,908
New +$58.3K ﹤0.01% 6383
2022
Q4 		– Sell
-25,098
Closed -$963K – 10949
2022
Q3 		$963K Buy
25,098
+15,406
+159% +$550K ﹤0.01% 3778
2022
Q2 		$337K Buy
9,692
+9,151
+1,691% +$325K ﹤0.01% 4562
2022
Q1 		$17K Buy
541
+540
+54,000% +$15.8K ﹤0.01% 7657
2021
Q4 		$0 Sell
1
-14
-93% -$409 ﹤0.01% 10484
2021
Q3 		$0 Buy
+15
New +$426 ﹤0.01% 9817

Other funds holding KMLM

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
Envestnet Asset Management
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

UBS Group's KMLM Position: Q2 2026 in Review

UBS Group increased its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 826% in Q2 2026, buying an estimated $94.7K and bringing the position to 3,705 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #7179.

UBS Group first reported a position in KMLM in Q3 2021 and has held it in 13 quarters since. The position peaked at $963K in Q3 2022. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

  • UBS Group held 3,705 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $102K as of Q2 2026.
  • UBS Group bought 3,305 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $94.7K.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7179 holding.
  • UBS Group first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q3 2021 and has held it in 13 quarters since.
  • UBS Group's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $963K in Q3 2022.
  • 61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.