Carson Wealth (CWM LLC)
LFAI

Carson Wealth (CWM LLC)’s LifeX 2050 Longevity Income ETF LFAI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LFAI Stock Details LFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$138K Hold
905
– – ﹤0.01% 3012
2025
Q4 		$140K Sell
905
-905
-50% -$142K ﹤0.01% 2832
2025
Q3 		$284K Buy
+1,810
New +$297K ﹤0.01% 2181

Other funds holding LFAI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SRHG
Stone Ridge Holdings Group New York $18.6M AUM 9.31% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its LifeX 2050 Longevity Income ETF (LFAI) position steady in Q1 2026 at 905 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #3012.

Carson Wealth (CWM LLC) first reported a position in LFAI in Q3 2025 and has held it in 3 quarters since. The position peaked at $284K in Q3 2025. 5 funds tracked by Wall St. Rank hold LFAI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 905 shares of LifeX 2050 Longevity Income ETF worth $138K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its LifeX 2050 Longevity Income ETF share count unchanged in Q1 2026.
  • LifeX 2050 Longevity Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3012 holding.
  • Carson Wealth (CWM LLC) first reported a position in LifeX 2050 Longevity Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s LifeX 2050 Longevity Income ETF position peaked at $284K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held LifeX 2050 Longevity Income ETF as of Q1 2026.

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