Porter White Investment Advisors’s LifeX 2061 Inflation-Protected Longevity Income ETF LIAV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,130	Closed	-$271K	–	38
2025 Q2	$271K	Buy	+1,130	New	+$268K	0.13%	35

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

Porter White Investment Advisors sold out of LifeX 2061 Inflation-Protected Longevity Income ETF (LIAV) in Q3 2025, closing a stake of 1,130 shares — an estimated $271K sold.

Porter White Investment Advisors first reported a position in LIAV in Q2 2025 and held it in 1 quarter. The position peaked at $271K in Q2 2025. 0 funds tracked by Wall St. Rank hold LIAV as of Q3 2025.

Porter White Investment Advisors reported no remaining LifeX 2061 Inflation-Protected Longevity Income ETF position as of Q3 2025 after selling out during the quarter.
Porter White Investment Advisors sold 1,130 LifeX 2061 Inflation-Protected Longevity Income ETF shares in Q3 2025, an estimated $271K.
Porter White Investment Advisors first reported a position in LifeX 2061 Inflation-Protected Longevity Income ETF in Q2 2025 and held it in 1 quarter.
Porter White Investment Advisors's LifeX 2061 Inflation-Protected Longevity Income ETF position peaked at $271K in Q2 2025.
0 funds tracked by Wall St. Rank held LifeX 2061 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.