CAPTRUST Financial Advisors
LDRR

CAPTRUST Financial Advisors’s LifeX 2045 Term Income ETF LDRR Stock Holding History

CAPTRUST Financial Advisors’s Portfolio LDRR Stock Details LDRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,335
Closed -$323K – 2739
2025
Q2 		$323K Hold
2,335
– – ﹤0.01% 2005
2025
Q1 		$328K Buy
+2,335
New +$332K ﹤0.01% 1887

CAPTRUST Financial Advisors's LDRR Position: Q3 2025 in Review

CAPTRUST Financial Advisors sold out of LifeX 2045 Term Income ETF (LDRR) in Q3 2025, closing a stake of 2,335 shares — an estimated $323K sold.

CAPTRUST Financial Advisors first reported a position in LDRR in Q1 2025 and held it in 2 quarters. The position peaked at $328K in Q1 2025. 0 funds tracked by Wall St. Rank hold LDRR as of Q3 2025.

  • CAPTRUST Financial Advisors reported no remaining LifeX 2045 Term Income ETF position as of Q3 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,335 LifeX 2045 Term Income ETF shares in Q3 2025, an estimated $323K.
  • CAPTRUST Financial Advisors first reported a position in LifeX 2045 Term Income ETF in Q1 2025 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's LifeX 2045 Term Income ETF position peaked at $328K in Q1 2025.
  • 0 funds tracked by Wall St. Rank held LifeX 2045 Term Income ETF as of Q3 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2025, filed 19 Nov 2025.