Carson Wealth (CWM LLC)
LDDR

Carson Wealth (CWM LLC)’s LifeX 2035 Income Bucket ETF LDDR Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.42M Buy
17,389
+61
+0.4% +$5.04K ﹤0.01% 1357
2025
Q4 		$1.46M Buy
17,328
+435
+3% +$36.9K ﹤0.01% 1302
2025
Q3 		$1.45M Sell
16,893
-87
-0.5% -$7.47K ﹤0.01% 1233
2025
Q2 		$1.48M Buy
16,980
+2,786
+20% +$242K 0.01% 1064
2025
Q1 		$1.25M Buy
+14,194
New +$1.26M 0.01% 1025

Other funds holding LDDR

SRHG
Stone Ridge Holdings Group New York $18.6M AUM 9.31% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

Carson Wealth (CWM LLC)'s LDDR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its LifeX 2035 Income Bucket ETF (LDDR) stake by 0.35% in Q1 2026, buying an estimated $5.04K and bringing the position to 17,389 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Carson Wealth (CWM LLC) first reported a position in LDDR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.48M in Q2 2025. 9 funds tracked by Wall St. Rank hold LDDR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,389 shares of LifeX 2035 Income Bucket ETF worth $1.42M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 61 LifeX 2035 Income Bucket ETF shares in Q1 2026, an estimated $5.04K.
  • LifeX 2035 Income Bucket ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1357 holding.
  • Carson Wealth (CWM LLC) first reported a position in LifeX 2035 Income Bucket ETF in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s LifeX 2035 Income Bucket ETF position peaked at $1.48M in Q2 2025.
  • 9 funds tracked by Wall St. Rank held LifeX 2035 Income Bucket ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.