VWA
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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
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

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