Wealth Enhancement Advisory Services’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,450
| Closed | -$266K | – | 3021 |
|
|
2024
Q4 | $266K | Sell |
9,450
-357
| -4% | -$10K | ﹤0.01% | 2456 |
|
|
2024
Q3 | $287K | Buy |
9,807
+994
| +11% | +$29.1K | ﹤0.01% | 2193 |
|
|
2024
Q2 | $257K | Sell |
8,813
-48,063
| -85% | -$1.4M | ﹤0.01% | 2091 |
|
|
2024
Q1 | $1.7M | Buy |
56,876
+34,942
| +159% | +$1.04M | ﹤0.01% | 1009 |
|
|
2023
Q4 | $632K | Buy |
+21,934
| New | +$632K | ﹤0.01% | 1377 |
|