AWA
DEFT

Arete Wealth Advisors’s Defi Technologies DEFT Stock Holding History

Arete Wealth Advisors’s Portfolio DEFT Stock Details DEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-26,012
Closed -$20K – 786
2025
Q4 		$20K Sell
26,012
-8,000
-24% -$12.2K ﹤0.01% 758
2025
Q3 		$72K Hold
34,012
– – ﹤0.01% 753
2025
Q2 		$98K Buy
+34,012
New +$114K 0.01% 705

Other funds holding DEFT

WAM
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Arete Wealth Advisors's DEFT Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Defi Technologies (DEFT) in Q1 2026, closing a stake of 26,012 shares — an estimated $20K sold.

Arete Wealth Advisors first reported a position in DEFT in Q2 2025 and held it in 3 quarters. The position peaked at $98K in Q2 2025. 106 funds tracked by Wall St. Rank hold DEFT as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Defi Technologies position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 26,012 Defi Technologies shares in Q1 2026, an estimated $20K.
  • Arete Wealth Advisors first reported a position in Defi Technologies in Q2 2025 and held it in 3 quarters.
  • Arete Wealth Advisors's Defi Technologies position peaked at $98K in Q2 2025.
  • 106 funds tracked by Wall St. Rank held Defi Technologies as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.