Wealth Enhancement Advisory Services’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History
Bought
Maintained
Sold
Other funds holding KMLM
FWM
Wealth Enhancement Advisory Services's KMLM Position: Q3 2026 in Review
Wealth Enhancement Advisory Services opened a new position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q3 2026: 37,129 shares worth $1.16M. The stake represents ﹤0.01% of the portfolio and ranks #2072 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in KMLM as recently as Q4 2024.
Wealth Enhancement Advisory Services first reported a position in KMLM in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.7M in Q1 2024. 22 funds tracked by Wall St. Rank hold KMLM as of Q3 2026.
- Wealth Enhancement Advisory Services held 37,129 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $1.16M as of Q3 2026.
- KFA Mount Lucas Managed Futures Index Strategy ETF was a new Wealth Enhancement Advisory Services position in Q3 2026.
- KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2072 holding.
- Wealth Enhancement Advisory Services first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2023 and has held it in 6 quarters since.
- Wealth Enhancement Advisory Services's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $1.7M in Q1 2024.
- 22 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q3 2026.
Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.