Wealth Enhancement Advisory Services’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Wealth Enhancement Advisory Services’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
2025 Q1	–	Sell	-9,450	Closed	-$266K	–	3070
2024 Q4	$266K	Sell	9,450 -357	-4%	-$10K	﹤0.01%	2478
2024 Q3	$287K	Buy	9,807 +994	+11%	+$29.3K	﹤0.01%	2212
2024 Q2	$257K	Sell	8,813 -48,063	-85%	-$1.43M	﹤0.01%	2095
2024 Q1	$1.7M	Buy	56,876 +34,942	+159%	+$1.02M	﹤0.01%	1009
2023 Q4	$632K	Buy	+21,934	New	+$677K	﹤0.01%	1379

Other funds holding KMLM

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TBC

Ted Buchan & Co San Diego, California $275M AUM 18.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

IIM

Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

PCA

PMV Capital Advisers Dallas, Texas $59.3M AUM 19.1% 1-Year Est. Return

Wealth Enhancement Advisory Services's KMLM Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q1 2025, closing a stake of 9,450 shares — an estimated $266K sold.

Wealth Enhancement Advisory Services first reported a position in KMLM in Q4 2023 and held it in 5 quarters. The position peaked at $1.7M in Q1 2024. 54 funds tracked by Wall St. Rank hold KMLM as of Q1 2025.

Wealth Enhancement Advisory Services reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q1 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 9,450 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q1 2025, an estimated $266K.
Wealth Enhancement Advisory Services first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2023 and held it in 5 quarters.
Wealth Enhancement Advisory Services's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $1.7M in Q1 2024.
54 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.