Commonwealth Equity Services
LDDR

Commonwealth Equity Services’s LifeX 2035 Income Bucket ETF LDDR Stock Holding History

Commonwealth Equity Services’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 		– Sell
-4,593
Closed -$386K – 4490
2025
Q4 		$386K Buy
4,593
+816
+22% +$69.2K ﹤0.01% 3420
2025
Q3 		$324K Hold
3,777
– – ﹤0.01% 3563
2025
Q2 		$329K Buy
+3,777
New +$328K ﹤0.01% 3504

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Commonwealth Equity Services's LDDR Position: Q1 2026 in Review

Commonwealth Equity Services sold out of LifeX 2035 Income Bucket ETF (LDDR) in Q1 2026, closing a stake of 4,593 shares — an estimated $386K sold.

Commonwealth Equity Services first reported a position in LDDR in Q2 2025 and held it in 3 quarters. The position peaked at $386K in Q4 2025. 9 funds tracked by Wall St. Rank hold LDDR as of Q1 2026.

  • Commonwealth Equity Services reported no remaining LifeX 2035 Income Bucket ETF position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 4,593 LifeX 2035 Income Bucket ETF shares in Q1 2026, an estimated $386K.
  • Commonwealth Equity Services first reported a position in LifeX 2035 Income Bucket ETF in Q2 2025 and held it in 3 quarters.
  • Commonwealth Equity Services's LifeX 2035 Income Bucket ETF position peaked at $386K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held LifeX 2035 Income Bucket ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.