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Visionary Wealth Advisors’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Visionary Wealth Advisors’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 		$498K Sell
18,095
-2,348
-11% -$67.2K 0.02% 425
2026
Q1 		$577K Sell
20,443
-1,005
-5% -$27.1K 0.03% 369
2025
Q4 		$557K Sell
21,448
-1,498
-7% -$40K 0.03% 366
2025
Q3 		$618K Sell
22,946
-7,297
-24% -$195K 0.03% 349
2025
Q2 		$798K Sell
30,243
-11,002
-27% -$290K 0.04% 301
2025
Q1 		$1.13M Buy
41,245
+446
+1% +$12.2K 0.07% 243
2024
Q4 		$1.15M Buy
40,799
+1,035
+3% +$29.1K 0.07% 236
2024
Q3 		$1.16M Buy
39,764
+5,470
+16% +$161K 0.07% 235
2024
Q2 		$1M Buy
34,294
+9,971
+41% +$297K 0.07% 241
2024
Q1 		$727K Buy
24,323
+2,900
+14% +$84.4K 0.05% 273
2023
Q4 		$617K Buy
21,423
+2,436
+13% +$75.2K 0.05% 284
2023
Q3 		$618K Buy
18,987
+7,757
+69% +$243K 0.05% 267
2023
Q2 		$342K Buy
+11,230
New +$343K 0.03% 344

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

Visionary Wealth Advisors's KMLM Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 11% in Q2 2026, selling an estimated $67.2K and leaving 18,095 shares worth $498K. The position accounts for 0.02% of the portfolio, ranked #425.

Visionary Wealth Advisors first reported a position in KMLM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.16M in Q3 2024. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

  • Visionary Wealth Advisors held 18,095 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $498K as of Q2 2026.
  • Visionary Wealth Advisors sold 2,348 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $67.2K.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #425 holding.
  • Visionary Wealth Advisors first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q2 2023 and has held it in 13 quarters since.
  • Visionary Wealth Advisors's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $1.16M in Q3 2024.
  • 61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.