Visionary Wealth Advisors’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$160K | 0.07% | 235 |
|
|
2024
Q2 | $1M | Buy |
34,294
+9,971
| +41% | +$291K | 0.07% | 241 |
|
|
2024
Q1 | $727K | Buy |
24,323
+2,900
| +14% | +$86.7K | 0.05% | 273 |
|
|
2023
Q4 | $617K | Buy |
21,423
+2,436
| +13% | +$70.2K | 0.05% | 284 |
|
|
2023
Q3 | $618K | Buy |
18,987
+7,757
| +69% | +$253K | 0.05% | 267 |
|
|
2023
Q2 | $342K | Buy |
+11,230
| New | +$342K | 0.03% | 344 |
|