Focus Partners Wealth’s LifeX 2050 Inflation-Protected Longevity Income ETF LIAE Stock Holding History

Focus Partners Wealth’s Portfolio LIAE Stock Details LIAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$215K	Hold	1,033	–	–	﹤0.01%	2384
2025 Q4	$219K	Buy	+1,033	New	+$221K	﹤0.01%	2403

Other funds holding LIAE

SRHG

Stone Ridge Holdings Group New York $19M AUM 8.85% 1-Year Est. Return

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

Focus Partners Wealth's LIAE Position: Q1 2026 in Review

Focus Partners Wealth held its LifeX 2050 Inflation-Protected Longevity Income ETF (LIAE) position steady in Q1 2026 at 1,033 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #2384.

Focus Partners Wealth first reported a position in LIAE in Q4 2025 and has held it in 2 quarters since. The position peaked at $219K in Q4 2025. 3 funds tracked by Wall St. Rank hold LIAE as of Q1 2026.

Focus Partners Wealth held 1,033 shares of LifeX 2050 Inflation-Protected Longevity Income ETF worth $215K as of Q1 2026.
Focus Partners Wealth left its LifeX 2050 Inflation-Protected Longevity Income ETF share count unchanged in Q1 2026.
LifeX 2050 Inflation-Protected Longevity Income ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2384 holding.
Focus Partners Wealth first reported a position in LifeX 2050 Inflation-Protected Longevity Income ETF in Q4 2025 and has held it in 2 quarters since.
Focus Partners Wealth's LifeX 2050 Inflation-Protected Longevity Income ETF position peaked at $219K in Q4 2025.
3 funds tracked by Wall St. Rank held LifeX 2050 Inflation-Protected Longevity Income ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.