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

Wealthcare Capital 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	-38,292	Closed	-$1.03M	–	155
2025 Q3	$1.03M	Buy	38,292 +4,180	+12%	+$112K	0.47%	42
2025 Q2	$900K	Buy	34,112 +1,854	+6%	+$48.8K	0.45%	42
2025 Q1	$880K	Sell	32,258 -46,209	-59%	-$1.27M	0.45%	36
2024 Q4	$2.2M	Buy	+78,467	New	+$2.2M	1.15%	15

Other funds holding KMLM

TBC

Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return

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

Wealthcare Capital Partners sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q4 2025, closing a stake of 38,292 shares — an estimated $1.03M sold.

Wealthcare Capital Partners first reported a position in KMLM in Q4 2024 and held it in 4 quarters. The position peaked at $2.2M in Q4 2024. 46 funds tracked by Wall St. Rank hold KMLM as of Q4 2025.

Wealthcare Capital Partners reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q4 2025 after selling out during the quarter.
Wealthcare Capital Partners sold 38,292 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q4 2025, an estimated $1.03M.
Wealthcare Capital Partners first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2024 and held it in 4 quarters.
Wealthcare Capital Partners's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $2.2M in Q4 2024.
46 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q4 2025.

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