Porter White Investment Advisors’s LifeX 2055 Inflation-Protected Longevity Income ETF LIAM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02M	Hold	4,305	–	–	0.39%	28
2026 Q1	$1.02M	Hold	4,305	–	–	0.41%	27
2025 Q4	$1.03M	Hold	4,305	–	–	0.42%	25
2025 Q3	$1.05M	Buy	+4,305	New	+$1.05M	0.45%	22

Other funds holding LIAM

SRHG

Stone Ridge Holdings Group New York $18.6M AUM 9.31% 1-Year Est. Return

Porter White Investment Advisors's LIAM Position: Q2 2026 in Review

Porter White Investment Advisors held its LifeX 2055 Inflation-Protected Longevity Income ETF (LIAM) position steady in Q2 2026 at 4,305 shares worth $1.02M. The position accounts for 0.39% of the portfolio, ranked #28.

Porter White Investment Advisors first reported a position in LIAM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.05M in Q3 2025. 2 funds tracked by Wall St. Rank hold LIAM as of Q2 2026.

Porter White Investment Advisors held 4,305 shares of LifeX 2055 Inflation-Protected Longevity Income ETF worth $1.02M as of Q2 2026.
Porter White Investment Advisors left its LifeX 2055 Inflation-Protected Longevity Income ETF share count unchanged in Q2 2026.
LifeX 2055 Inflation-Protected Longevity Income ETF made up 0.39% of Porter White Investment Advisors's portfolio in Q2 2026, its #28 holding.
Porter White Investment Advisors first reported a position in LifeX 2055 Inflation-Protected Longevity Income ETF in Q3 2025 and has held it in 4 quarters since.
Porter White Investment Advisors's LifeX 2055 Inflation-Protected Longevity Income ETF position peaked at $1.05M in Q3 2025.
2 funds tracked by Wall St. Rank held LifeX 2055 Inflation-Protected Longevity Income ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.