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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $777B AUM 61.18% 1-Year Est. Return
WOSD
WFA of San Diego San Diego, California $125M AUM 17.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CAPTRUST Financial Advisors increased its LifeX 2035 Income Bucket ETF (LDDR) stake by 261% in Q1 2026, buying an estimated $1.45M and bringing the position to 24,281 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

CAPTRUST Financial Advisors first reported a position in LDDR in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.19M in Q3 2025. 9 funds tracked by Wall St. Rank hold LDDR as of Q1 2026.

  • CAPTRUST Financial Advisors held 24,281 shares of LifeX 2035 Income Bucket ETF worth $1.98M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 17,559 LifeX 2035 Income Bucket ETF shares in Q1 2026, an estimated $1.45M.
  • LifeX 2035 Income Bucket ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1228 holding.
  • CAPTRUST Financial Advisors first reported a position in LifeX 2035 Income Bucket ETF in Q2 2025 and has held it in 4 quarters since.
  • CAPTRUST Financial Advisors's LifeX 2035 Income Bucket ETF position peaked at $2.19M in Q3 2025.
  • 9 funds tracked by Wall St. Rank held LifeX 2035 Income Bucket ETF as of Q1 2026.

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