Carson Wealth (CWM LLC)
LFAL

Carson Wealth (CWM LLC)’s LifeX 2053 Longevity Income ETF LFAL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LFAL Stock Details LFAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,910
Closed -$1.4M – 5615
2025
Q2 		$1.4M Buy
+9,910
New +$1.38M ﹤0.01% 1094

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

Carson Wealth (CWM LLC) sold out of LifeX 2053 Longevity Income ETF (LFAL) in Q3 2025, closing a stake of 9,910 shares — an estimated $1.4M sold.

Carson Wealth (CWM LLC) first reported a position in LFAL in Q2 2025 and held it in 1 quarter. The position peaked at $1.4M in Q2 2025. 0 funds tracked by Wall St. Rank hold LFAL as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining LifeX 2053 Longevity Income ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 9,910 LifeX 2053 Longevity Income ETF shares in Q3 2025, an estimated $1.4M.
  • Carson Wealth (CWM LLC) first reported a position in LifeX 2053 Longevity Income ETF in Q2 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s LifeX 2053 Longevity Income ETF position peaked at $1.4M in Q2 2025.
  • 0 funds tracked by Wall St. Rank held LifeX 2053 Longevity Income ETF as of Q3 2025.

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