Carson Wealth (CWM LLC)’s LifeX 2055 Longevity Income ETF LFAO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$964K	Hold	5,795	–	–	﹤0.01%	1560
2025 Q4	$977K	Sell	5,795 -5,795	-50%	-$990K	﹤0.01%	1509
2025 Q3	$1.98M	Buy	11,590 +11,291	+3,776%	+$1.98M	0.01%	1096
2025 Q2	$53K	Buy	299 +73	+32%	+$12.9K	﹤0.01%	3244
2025 Q1	$41K	Buy	+226	New	+$41K	﹤0.01%	3153

Other funds holding LFAO

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its LifeX 2055 Longevity Income ETF (LFAO) position steady in Q1 2026 at 5,795 shares worth $964K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Carson Wealth (CWM LLC) first reported a position in LFAO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.98M in Q3 2025. 4 funds tracked by Wall St. Rank hold LFAO as of Q1 2026.

Carson Wealth (CWM LLC) held 5,795 shares of LifeX 2055 Longevity Income ETF worth $964K as of Q1 2026.
Carson Wealth (CWM LLC) left its LifeX 2055 Longevity Income ETF share count unchanged in Q1 2026.
LifeX 2055 Longevity Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1560 holding.
Carson Wealth (CWM LLC) first reported a position in LifeX 2055 Longevity Income ETF in Q1 2025 and has held it in 5 quarters since.
Carson Wealth (CWM LLC)'s LifeX 2055 Longevity Income ETF position peaked at $1.98M in Q3 2025.
4 funds tracked by Wall St. Rank held LifeX 2055 Longevity Income ETF as of Q1 2026.

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