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
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

PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 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
AIG
Abbington Investment Group Westport, Connecticut $172M AUM
Envestnet Asset Management
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
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return