Porter White Investment Advisors’s LifeX 2054 Inflation-Protected Longevity Income ETF LIAK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,462	Closed	-$488K	–	36
2025 Q2	$488K	Buy	+2,462	New	+$483K	0.23%	29

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

Porter White Investment Advisors sold out of LifeX 2054 Inflation-Protected Longevity Income ETF (LIAK) in Q3 2025, closing a stake of 2,462 shares — an estimated $488K sold.

Porter White Investment Advisors first reported a position in LIAK in Q2 2025 and held it in 1 quarter. The position peaked at $488K in Q2 2025. 0 funds tracked by Wall St. Rank hold LIAK as of Q3 2025.

Porter White Investment Advisors reported no remaining LifeX 2054 Inflation-Protected Longevity Income ETF position as of Q3 2025 after selling out during the quarter.
Porter White Investment Advisors sold 2,462 LifeX 2054 Inflation-Protected Longevity Income ETF shares in Q3 2025, an estimated $488K.
Porter White Investment Advisors first reported a position in LifeX 2054 Inflation-Protected Longevity Income ETF in Q2 2025 and held it in 1 quarter.
Porter White Investment Advisors's LifeX 2054 Inflation-Protected Longevity Income ETF position peaked at $488K in Q2 2025.
0 funds tracked by Wall St. Rank held LifeX 2054 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.