MAI Capital Management’s LifeX 2050 Longevity Income ETF LFAI Stock Holding History

MAI Capital Management’s Portfolio LFAI Stock Details LFAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$776	Buy	+5	New	+$771	﹤0.01%	4269

Other funds holding LFAI

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SRHG

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

MAI Capital Management's LFAI Position: Q1 2026 in Review

MAI Capital Management opened a new position in LifeX 2050 Longevity Income ETF (LFAI) in Q1 2026: 5 shares worth $776. The stake represents ﹤0.01% of the portfolio and ranks #4269 among its holdings.

5 funds tracked by Wall St. Rank hold LFAI as of Q1 2026.

MAI Capital Management held 5 shares of LifeX 2050 Longevity Income ETF worth $776 as of Q1 2026.
LifeX 2050 Longevity Income ETF was a new MAI Capital Management position in Q1 2026.
LifeX 2050 Longevity Income ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4269 holding.
5 funds tracked by Wall St. Rank held LifeX 2050 Longevity Income ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.