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Wealthcare Advisory Partners’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Wealthcare Advisory Partners’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
Q4 		– Sell
-97,110
Closed -$2.62M – 1093
2025
Q3 		$2.62M Buy
97,110
+5,908
+6% +$158K 0.05% 285
2025
Q2 		$2.41M Sell
91,202
-1,717
-2% -$45.2K 0.05% 291
2025
Q1 		$2.53M Sell
92,919
-148,170
-61% -$4.07M 0.07% 243
2024
Q4 		$6.77M Sell
241,089
-19,841
-8% -$557K 0.19% 99
2024
Q3 		$7.63M Sell
260,930
-77,846
-23% -$2.3M 0.22% 91
2024
Q2 		$9.88M Buy
338,776
+17,810
+6% +$530K 0.31% 61
2024
Q1 		$9.59M Buy
320,966
+10,856
+4% +$316K 0.31% 60
2023
Q4 		$8.94M Buy
310,110
+16,166
+5% +$499K 0.36% 56
2023
Q3 		$9.57M Buy
293,944
+47,139
+19% +$1.48M 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% +$1.44M 0.27% 70
2022
Q4 		$5.05M Sell
165,234
-4,040
-2% -$145K 0.24% 81
2022
Q3 		$6.49M Buy
+169,274
New +$6.05M 0.37% 60

Other funds holding KMLM

TBC
Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AIG
Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return

Wealthcare Advisory Partners's KMLM Position: Q4 2025 in Review

Wealthcare Advisory Partners sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q4 2025, closing a stake of 97,110 shares — an estimated $2.62M sold.

Wealthcare Advisory Partners first reported a position in KMLM in Q3 2022 and held it in 13 quarters. The position peaked at $9.88M in Q2 2024. 46 funds tracked by Wall St. Rank hold KMLM as of Q4 2025.

  • Wealthcare Advisory Partners reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 97,110 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q4 2025, an estimated $2.62M.
  • Wealthcare Advisory Partners first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q3 2022 and held it in 13 quarters.
  • Wealthcare Advisory Partners's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $9.88M in Q2 2024.
  • 46 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q4 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2025, filed 14 Jan 2026.