CAPTRUST Financial Advisors’s LifeX 2030 Income Bucket ETF BCKT Stock Holding History

CAPTRUST Financial Advisors’s Portfolio BCKT Stock Details BCKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$507K	Sell	12,107 -479	-4%	-$20.4K	﹤0.01%	2173
2026 Q1	$557K	Sell	12,586 -30,623	-71%	-$1.38M	﹤0.01%	1963
2025 Q4	$2.01M	Buy	+43,209	New	+$2.04M	﹤0.01%	1093

Other funds holding BCKT

SRHG

Stone Ridge Holdings Group New York $18.6M AUM 9.31% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors's BCKT Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its LifeX 2030 Income Bucket ETF (BCKT) stake by 3.8% in Q2 2026, selling an estimated $20.4K and leaving 12,107 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

CAPTRUST Financial Advisors first reported a position in BCKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.01M in Q4 2025. 4 funds tracked by Wall St. Rank hold BCKT as of Q2 2026.

CAPTRUST Financial Advisors held 12,107 shares of LifeX 2030 Income Bucket ETF worth $507K as of Q2 2026.
CAPTRUST Financial Advisors sold 479 LifeX 2030 Income Bucket ETF shares in Q2 2026, an estimated $20.4K.
LifeX 2030 Income Bucket ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2173 holding.
CAPTRUST Financial Advisors first reported a position in LifeX 2030 Income Bucket ETF in Q4 2025 and has held it in 3 quarters since.
CAPTRUST Financial Advisors's LifeX 2030 Income Bucket ETF position peaked at $2.01M in Q4 2025.
4 funds tracked by Wall St. Rank held LifeX 2030 Income Bucket ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.