LIAE LifeX 2050 Inflation-Protected Longevity Income ETF
ETFETF quote, holdings, sector allocation, technicals, and options analytics. Fibonacci levels
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
LifeX 2050 Inflation-Protected Longevity Income ETF (LIAE) ETF
No description available.
- Exchange
- BATS
- Inception
- 2024-01-17
- Has Options
- No
- Expense ratio
- —
- Assets
- —
- Trailing yield
- 5.32% paid monthly
- Average daily volume
- $5K 30 sessions
- Holdings
- —
- Listed
- Jan 17, 2024 Cboe BZX
Moves with. Long Treasuries (62% of its variance, beta 0.44); High yield over Treasuries (10% of its variance, beta -0.28). These factors explain 76% of its daily moves over the last year.
No monthly flow reports are on file for this fund yet. New funds appear after their first quarterly filing; funds organised as unit investment trusts do not file them.
| Fund | Overlap | Fee | Assets | 1Y | |
|---|---|---|---|---|---|
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund | — | 0.03% | $21.1B | −2.4% | compare |
| SCHPSchwab U.S. TIPS ETF | — | 0.03% | $17.5B | −4.3% | compare |
| STIPiShares 0-5 Year TIPS Bond ETF | — | 0.03% | $16.9B | −2.1% | compare |
| TIPiShares TIPS Bond ETF | — | 0.18% | $14.6B | −3.9% | compare |
| TDTTNorthern Trust iBoxx 3-Year Target Duration TIPS ETF | — | 0.18% | $2.5B | −2.9% | compare |
The largest other funds in the TIPS category.
| Ex-Date | Pay Date | Amount | Type |
|---|---|---|---|
| 2026-11-03 | 2026-11-04 | $0.8819 | CD |
| 2026-10-02 | 2026-10-05 | $0.8819 | CD |
| 2026-09-02 | 2026-09-03 | $0.8819 | CD |
| 2026-08-04 | 2026-08-05 | $0.8819 | CD |
| 2026-07-02 | 2026-07-06 | $0.8819 | CD |
| 2026-06-02 | 2026-06-03 | $0.8819 | CD |
| Month | '24 | '25 | '26 | Avg |
|---|---|---|---|---|
| Jan | -- | 0.86% | -0.13% | 0.36% |
| Feb | -- | 1.86% | 2.14% | 2.00% |
| Mar | -- | -0.82% | -2.62% | -1.72% |
| Apr | -- | -1.43% | 0.44% | -0.49% |
| May | -- | -1.19% | -0.37% | -0.78% |
| Jun | -- | 1.40% | -0.84% | 0.28% |
| Jul | -- | -0.78% | -2.05% | -1.42% |
| Aug | -- | -0.03% | -0.33% | -0.18% |
| Sep | -0.84% | -2.84% | -4.58% | -2.75% |
| Oct | -3.74% | 0.29% | 3.01% | -0.15% |
| Nov | 0.80% | -0.24% | -0.49%* | 0.02% |
| Dec | -3.50% | -0.78% | -- | -2.14% |
| Total | -7.15% | -3.73% | -5.88% | -5.59% |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
LLM Stock Analysis Report
Executive Summary
BULLISH (Confidence Level: 7/10)
Key drivers:
- Technical indicators suggest a neutral-to-bullish trend
- Low volatility indicates reduced risk
- Recent news sentiment is unknown due to lack of recent headlines
Primary risks:
- Bearish MACD signal could trigger a short-term correction
- RSI remains in neutral territory, lacking clear momentum signals
Investment thesis: LIAE is likely to experience a near-term range-bound consolidation phase, with potential for upward movement if the company releases positive news or earnings reports.
Recent news sentiment impact: Unknown due to lack of recent headlines.
Technical Analysis
Trend Direction: Neutral (1-4 weeks), Bullish (3-12 months)
Support/Resistance Levels:
- Upper Bollinger Band: $204.65
- Middle Line: $202.95
- Lower Bollinger Band: $201.26
- SMA 20: $202.95
Momentum Signals:
- RSI (14): 53.86 (neutral)
- MACD signal: Bearish (-0.10 / Signal: 0.35 / Histogram: -0.45)
- Bollinger Bands position: Neutral
Volume Analysis: Volume SMA 20: 13.20, On-Balance Volume (OBV): 263.77, Volume Rate of Change: -33.33%
News & Sentiment Analysis
Recent Headlines Summary: None available.
Sentiment Assessment: Unknown due to lack of recent headlines.
Catalyst Identification: Earnings reports could be a near-term catalyst, as well as any product launches or partnerships that may impact the company's stock price.
Market Narrative: The lack of recent news sentiment and mixed technical signals suggest a market narrative that is neutral-to-bullish in the short term.
Risk & Volatility Assessment
Beta Interpretation: Low risk (beta: 0.13 vs SPY)
Volatility Regime: Low volatility, stock moves less than market
Options Market Signals: IV Premium vs HV30: N/A (positive = implied richer than realized), No options data available.
Downside Protection: Support levels are established at $202.95 and $201.26.
Market Context & Positioning
Sector Performance: LIAE's sector is neutral to weak, which could impact the stock's price movement.
Institutional Activity: Unknown due to lack of recent headlines or options data.
Correlation Analysis: Correlation with market (R-squared interpretation): 0.24, indicating a low correlation.
Relative Valuation: Position within trading range is neutral.
Key Levels & Action Items
Critical Price Levels:
- Upper Bollinger Band: $204.65
- Middle Line: $202.95
- Lower Bollinger Band: $201.26
Breakout/Breakdown Levels: None identified due to lack of recent price movement.
Time-Sensitive Catalysts: Earnings reports, product launches, and partnerships could be near-term catalysts.
Risk Management: Stop-loss levels should be set around the lower Bollinger Band ($201.26), with position sizing considerations based on volatility and risk tolerance.
Please note that this analysis is solely focused on providing an objective report using the provided data. It does not include any buy/sell recommendations or personal opinions.
LIAE Options Activity & IV Rank
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Scanning bull put, bear call, iron condor and calendar spreads…
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Loading the implied volatility surface…
Loading the implied volatility smile…
Risk Metrics
Analysis Details
Data Points: 249
Period: 252 trading days
Low volatility - stock moves less than market
LIAE Institutional Ownership (13F)
Filings for 2026-06-30 · 1 already for 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
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| # | Filer | Notional Value | % of Total | Period |
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