DFS
LDDR

Demming Financial Services’s LifeX 2035 Income Bucket ETF LDDR Stock Holding History

Demming Financial 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
Q2 		$1.18M Hold
14,901
– – 0.75% 9
2026
Q1 		$1.22M Hold
14,901
– – 0.88% 9
2025
Q4 		$1.25M Buy
+14,901
New +$1.26M 0.94% 8

Other funds holding LDDR

SRHG
Stone Ridge Holdings Group New York $18.6M AUM 9.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Demming Financial Services's LDDR Position: Q2 2026 in Review

Demming Financial Services held its LifeX 2035 Income Bucket ETF (LDDR) position steady in Q2 2026 at 14,901 shares worth $1.18M. The position accounts for 0.75% of the portfolio, ranked #9.

Demming Financial Services first reported a position in LDDR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q4 2025. 8 funds tracked by Wall St. Rank hold LDDR as of Q2 2026.

  • Demming Financial Services held 14,901 shares of LifeX 2035 Income Bucket ETF worth $1.18M as of Q2 2026.
  • Demming Financial Services left its LifeX 2035 Income Bucket ETF share count unchanged in Q2 2026.
  • LifeX 2035 Income Bucket ETF made up 0.75% of Demming Financial Services's portfolio in Q2 2026, its #9 holding.
  • Demming Financial Services first reported a position in LifeX 2035 Income Bucket ETF in Q4 2025 and has held it in 3 quarters since.
  • Demming Financial Services's LifeX 2035 Income Bucket ETF position peaked at $1.25M in Q4 2025.
  • 8 funds tracked by Wall St. Rank held LifeX 2035 Income Bucket ETF as of Q2 2026.

Based on Demming Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.