Porter White Investment Advisors’s LifeX 2052 Inflation-Protected Longevity Income ETF LIAG Stock Holding History

Porter White Investment Advisors’s Portfolio LIAG Stock Details LIAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,625	Closed	-$485K	–	37
2025 Q2	$485K	Hold	2,625	–	–	0.23%	30
2025 Q1	$496K	Buy	+2,625	New	+$489K	0.25%	28

Porter White Investment Advisors's LIAG Position: Q3 2025 in Review

Porter White Investment Advisors sold out of LifeX 2052 Inflation-Protected Longevity Income ETF (LIAG) in Q3 2025, closing a stake of 2,625 shares — an estimated $485K sold.

Porter White Investment Advisors first reported a position in LIAG in Q1 2025 and held it in 2 quarters. The position peaked at $496K in Q1 2025. 0 funds tracked by Wall St. Rank hold LIAG as of Q3 2025.

Porter White Investment Advisors reported no remaining LifeX 2052 Inflation-Protected Longevity Income ETF position as of Q3 2025 after selling out during the quarter.
Porter White Investment Advisors sold 2,625 LifeX 2052 Inflation-Protected Longevity Income ETF shares in Q3 2025, an estimated $485K.
Porter White Investment Advisors first reported a position in LifeX 2052 Inflation-Protected Longevity Income ETF in Q1 2025 and held it in 2 quarters.
Porter White Investment Advisors's LifeX 2052 Inflation-Protected Longevity Income ETF position peaked at $496K in Q1 2025.
0 funds tracked by Wall St. Rank held LifeX 2052 Inflation-Protected Longevity Income ETF as of Q3 2025.

Based on Porter White Investment Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.