WFA of San Diego’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $477K | Buy |
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|
2025
Q4 | $435K | Sell |
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|
2025
Q3 | $452K | Buy |
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|
2025
Q2 | $415K | Buy |
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|
2024
Q3 | $406K | Sell |
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|
2024
Q2 | $408K | Buy |
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|
2023
Q3 | $476K | Sell |
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|
2023
Q2 | $475K | Sell |
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|
2023
Q1 | $600K | Buy |
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|
2022
Q4 | $147K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $36K | Buy |
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