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

WealthShield 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
2024 Q1	–	Sell	-16,093	Closed	-$464K	–	500
2023 Q4	$464K	Sell	16,093 -30,242	-65%	-$934K	0.08%	205
2023 Q3	$1.51M	Buy	46,335 +933	+2%	+$29.2K	0.23%	118
2023 Q2	$1.38M	Sell	45,402 -6,927	-13%	-$212K	0.21%	119
2023 Q1	$1.54M	Buy	52,329 +1,049	+2%	+$31.2K	0.25%	109
2022 Q4	$1.57M	Buy	51,280 +5,475	+12%	+$196K	0.3%	95
2022 Q3	$1.76M	Buy	45,805 +6,372	+16%	+$228K	0.35%	78
2022 Q2	$1.37M	Buy	+39,433	New	+$1.4M	0.27%	90

Other funds holding KMLM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RAM

RedJay Asset Management Toronto, Ontario, Canada $639M AUM 21.05% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

WealthShield Partners's KMLM Position: Q1 2024 in Review

WealthShield Partners sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q1 2024, closing a stake of 16,093 shares — an estimated $464K sold.

WealthShield Partners first reported a position in KMLM in Q2 2022 and held it in 7 quarters. The position peaked at $1.76M in Q3 2022. 55 funds tracked by Wall St. Rank hold KMLM as of Q1 2024.

WealthShield Partners reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q1 2024 after selling out during the quarter.
WealthShield Partners sold 16,093 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q1 2024, an estimated $464K.
WealthShield Partners first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q2 2022 and held it in 7 quarters.
WealthShield Partners's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $1.76M in Q3 2022.
55 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2024.

Based on WealthShield Partners's 13F filing for Q1 2024, filed 29 Apr 2024.