CAPTRUST Financial Advisors
LDDR

CAPTRUST Financial Advisors’s LifeX 2035 Income Bucket ETF LDDR Stock Holding History

CAPTRUST Financial Advisors’s Portfolio LDDR Stock Details LDDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.42M Sell
17,903
-6,378
-26% -$510K ﹤0.01% 1539
2026
Q1 		$1.98M Buy
24,281
+17,559
+261% +$1.45M ﹤0.01% 1228
2025
Q4 		$565K Sell
6,722
-18,824
-74% -$1.6M ﹤0.01% 1823
2025
Q3 		$2.19M Buy
25,546
+5,304
+26% +$455K ﹤0.01% 981
2025
Q2 		$1.76M Buy
+20,242
New +$1.76M ﹤0.01% 1035

Other funds holding LDDR

SRHG
Stone Ridge Holdings Group New York $18.6M AUM 9.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
DFS
Demming Financial Services Aurora, Ohio $157M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CAPTRUST Financial Advisors reduced its LifeX 2035 Income Bucket ETF (LDDR) stake by 26% in Q2 2026, selling an estimated $510K and leaving 17,903 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

CAPTRUST Financial Advisors first reported a position in LDDR in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.19M in Q3 2025. 8 funds tracked by Wall St. Rank hold LDDR as of Q2 2026.

  • CAPTRUST Financial Advisors held 17,903 shares of LifeX 2035 Income Bucket ETF worth $1.42M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 6,378 LifeX 2035 Income Bucket ETF shares in Q2 2026, an estimated $510K.
  • LifeX 2035 Income Bucket ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1539 holding.
  • CAPTRUST Financial Advisors first reported a position in LifeX 2035 Income Bucket ETF in Q2 2025 and has held it in 5 quarters since.
  • CAPTRUST Financial Advisors's LifeX 2035 Income Bucket ETF position peaked at $2.19M in Q3 2025.
  • 8 funds tracked by Wall St. Rank held LifeX 2035 Income Bucket ETF as of Q2 2026.

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