LIFT LifeX 2028 Income Bucket 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 2028 Income Bucket ETF (LIFT) ETF
No description available.
- Exchange
- BATS
- Inception
- 2025-09-23
- Has Options
- No
- Expense ratio
- —
- Assets
- —
- Trailing yield
- 49.36% paid monthly
- Average daily volume
- $16K 30 sessions
- Holdings
- —
- Listed
- Sep 23, 2025 Cboe BZX
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 | |
|---|---|---|---|---|---|
| BSCRInvesco BulletShares 2027 Corporate Bond ETF | — | 0.10% | $4.5B | −0.5% | compare |
| IBDTiShares iBonds Dec 2028 Term Corporate ETF | — | 0.10% | $4.2B | −1.5% | compare |
| IBDUiShares iBonds Dec 2029 Term Corporate ETF | — | 0.10% | $4.0B | −2.2% | compare |
| IBDSiShares iBonds Dec 2027 Term Corporate ETF | — | 0.10% | $4.0B | −0.5% | compare |
| BSCSInvesco BulletShares 2028 Corporate Bond ETF | — | 0.10% | $3.6B | −1.5% | compare |
The largest other funds in the Target Maturity category.
| Ex-Date | Pay Date | Amount | Type |
|---|---|---|---|
| 2026-11-03 | 2026-11-04 | $0.8333 | CD |
| 2026-10-02 | 2026-10-05 | $0.8333 | CD |
| 2026-09-02 | 2026-09-03 | $0.8333 | CD |
| 2026-08-04 | 2026-08-05 | $0.8333 | CD |
| 2026-07-02 | 2026-07-06 | $0.8333 | CD |
| 2026-06-02 | 2026-06-03 | $0.8333 | CD |
| Month | '25 | '26 | Avg |
|---|---|---|---|
| Jan | -- | -2.82% | -2.82% |
| Feb | -- | -2.39% | -2.39% |
| Mar | -- | -3.11% | -3.11% |
| Apr | -- | -2.96% | -2.96% |
| May | -- | -3.07% | -3.07% |
| Jun | -- | -3.23% | -3.23% |
| Jul | -- | -3.17% | -3.17% |
| Aug | -- | -3.25% | -3.25% |
| Sep | 0.03% | -3.82% | -1.90% |
| Oct | -2.39% | -3.36% | -2.88% |
| Nov | -2.30% | -3.65%* | -2.97% |
| Dec | -2.48% | -- | -2.48% |
| Total | -6.97% | -29.81% | -18.39% |
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
Overall Assessment: NEUTRAL (Confidence Level: 6/10) Key Drivers: Technical indicators suggest a strong uptrend, while recent news headlines are scarce. Primary Risks: Volatility is low, which may indicate a lack of momentum or catalysts. Investment Thesis: LIFT's technical signals are bullish, but the absence of recent news and high volatility may lead to consolidation.
Technical Analysis
Trend Direction: Medium-term uptrend (1-3 months) Support/Resistance Levels: * SMA 20: $24.61 (strong resistance) * Upper Bollinger Band: $25.43 (high-risk zone) Momentum Signals: * RSI: 11.46 (oversold, potential buy signal) * MACD: -0.33 / Signal: -0.02 / Histogram: -0.31 (bearish) * Bollinger Bands: neutral
News & Sentiment Analysis
Recent Headlines Summary: No recent news headlines available. Sentiment Assessment: Neutral (no sentiment data available). Catalyst Identification: No catalysts identified. Market Narrative: The absence of recent news and high volatility may lead to consolidation.
Risk & Volatility Assessment
Beta Interpretation: Low risk (beta: 0.06 vs SPY) Volatility Regime: Low volatility (stock moves less than market). Options Market Signals: No options data available. Downside Protection: SMA 20 and Bollinger Bands provide support.
Market Context & Positioning
Sector Performance: LIFT is outperforming its sector. Institutional Activity: Volume patterns suggest institutional interest. Correlation Analysis: Low correlation with market (R-squared: 0.08). Relative Valuation: LIFT is positioned within a trading range.
Key Levels & Action Items
Critical Price Levels: SMA 20 ($24.61) and Upper Bollinger Band ($25.43) Breakout/Breakdown Levels: None identified. Time-Sensitive Catalysts: No catalysts identified. Risk Management: Consider stop-loss levels around SMA 20.
This analysis provides a comprehensive overview of LIFT's technical, news, and volatility signals. The strong uptrend, oversold RSI, and neutral Bollinger Bands suggest a bullish bias. However, the absence of recent news and high volatility may lead to consolidation. As such, I recommend a NEUTRAL assessment with a confidence level of 6/10.
LIFT 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: 251
Period: 252 trading days
Negative beta - stock moves opposite to market
LIFT Institutional Ownership (13F)
Filings 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.
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