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Lifex 2030 Income Bucket ETF (BCKT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Barrett & Company, Inc.
UNCHANGED
Shares11,737 from 11,737
Change0 (0%)
Value$459.4K (-$31.7K)
Filed 2026-10-22
Stone Ridge Holdings Group LP
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 12,107
Change-12,107 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Barrett & Company, Inc.
UNCHANGED11,73711,73700%$491.1K$459.4K-$31.7K2026-10-22
Stone Ridge Holdings Group LP
N/A—22,000-22,000-100%$920.6K———
Captrust Financial Advisors
N/A—12,107-12,107-100%$506.6K———
UBS Group AG
N/A—1-1-100%$42———
Showing 4 of 4 institutions