KMLM — KFA MOUNT LUCAS INDEX STRATEGY ETF

Ownership history in NVWM, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which NVWM, LLC reported a position in KFA MOUNT LUCAS INDEX STRATEGY ETF (KMLM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.33% (2025 Q4)
Avg. % of fund
0.12%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 58,951 +35,008 +146.2% 0.33% $1.5M $25.95
2025 Q3 ADDED 23,943 +636 +2.7% 0.15% $645K $25.63
2025 Q2 ADDED 23,307 +3,593 +18.2% 0.15% $615K $25.10
2025 Q1 REDUCED 19,714 -903 -4.4% 0.14% $538K $25.97
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    KMLM price (monthly, adj. close)

Other funds also holding KMLM

As of 2025 Q4 — sorted by position size

Ted Buchan & Co 2.66% Longview Financial Advisors, Inc. 2.24% Sound Financial Strategies Group, LLC 3Y 1.45% Latitude Advisors, LLC 3Y 0.9% Andina Capital Management, LLC 0.56% FMA Wealth Management, LLC 0.39% KITCHING PARTNERS, LLC 0.36% WFA of San Diego, LLC 3Y 0.31% ORG Wealth Partners, LLC 0.19% Fermata Advisors, LLC 3Y 0.17%
← Back to NVWM, LLC Holdings