Wealthcare Advisory Partners’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
Q2 | $2.41M | Sell |
91,202
-1,717
| -2% | -$45.3K | 0.05% | 291 |
|
|
2025
Q1 | $2.53M | Sell |
92,919
-148,170
| -61% | -$4.04M | 0.07% | 243 |
|
|
2024
Q4 | $6.77M | Sell |
241,089
-19,841
| -8% | -$558K | 0.19% | 99 |
|
|
2024
Q3 | $7.63M | Sell |
260,930
-77,846
| -23% | -$2.28M | 0.22% | 91 |
|
|
2024
Q2 | $9.88M | Buy |
338,776
+17,810
| +6% | +$519K | 0.31% | 61 |
|
|
2024
Q1 | $9.59M | Buy |
320,966
+10,856
| +4% | +$324K | 0.31% | 60 |
|
|
2023
Q4 | $8.94M | Buy |
310,110
+16,166
| +5% | +$466K | 0.36% | 56 |
|
|
2023
Q3 | $9.57M | Buy |
293,944
+47,139
| +19% | +$1.54M | 0.44% | 50 |
|
|
2023
Q2 | $7.52M | Buy |
246,805
+33,112
| +15% | +$1.01M | 0.34% | 56 |
|
|
2023
Q1 | $6.3M | Buy |
213,693
+48,459
| +29% | +$1.43M | 0.27% | 70 |
|
|
2022
Q4 | $5.05M | Sell |
165,234
-4,040
| -2% | -$123K | 0.24% | 81 |
|
|
2022
Q3 | $6.49M | Buy |
+169,274
| New | +$6.49M | 0.37% | 60 |
|