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 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 $19M AUM 8.85% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $291M AUM 19.25% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors's BCKT Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its LifeX 2030 Income Bucket ETF (BCKT) stake by 71% in Q1 2026, selling an estimated $1.38M and leaving 12,586 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

CAPTRUST Financial Advisors first reported a position in BCKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.01M in Q4 2025. 5 funds tracked by Wall St. Rank hold BCKT as of Q1 2026.

CAPTRUST Financial Advisors held 12,586 shares of LifeX 2030 Income Bucket ETF worth $557K as of Q1 2026.
CAPTRUST Financial Advisors sold 30,623 LifeX 2030 Income Bucket ETF shares in Q1 2026, an estimated $1.38M.
LifeX 2030 Income Bucket ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1963 holding.
CAPTRUST Financial Advisors first reported a position in LifeX 2030 Income Bucket ETF in Q4 2025 and has held it in 2 quarters since.
CAPTRUST Financial Advisors's LifeX 2030 Income Bucket ETF position peaked at $2.01M in Q4 2025.
5 funds tracked by Wall St. Rank held LifeX 2030 Income Bucket ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.