Carson Wealth (CWM LLC)’s LifeX 2048 Longevity Income ETF LFAE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LFAE Stock Details LFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-640	Closed	-$76K	–	5614
2025 Q2	$76K	Buy	+640	New	+$75.5K	﹤0.01%	2947

Carson Wealth (CWM LLC)'s LFAE Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of LifeX 2048 Longevity Income ETF (LFAE) in Q3 2025, closing a stake of 640 shares — an estimated $76K sold.

Carson Wealth (CWM LLC) first reported a position in LFAE in Q2 2025 and held it in 1 quarter. The position peaked at $76K in Q2 2025. 0 funds tracked by Wall St. Rank hold LFAE as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining LifeX 2048 Longevity Income ETF position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 640 LifeX 2048 Longevity Income ETF shares in Q3 2025, an estimated $76K.
Carson Wealth (CWM LLC) first reported a position in LifeX 2048 Longevity Income ETF in Q2 2025 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s LifeX 2048 Longevity Income ETF position peaked at $76K in Q2 2025.
0 funds tracked by Wall St. Rank held LifeX 2048 Longevity Income ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.