AI
DEFR

Atria Investments’s Aptus Deferred Income ETF DEFR Stock Holding History

Atria Investments’s Portfolio DEFR Stock Details DEFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Buy
40,977
+1,683
+4% +$44.8K 0.01% 1064
2026
Q1 		$1.05M Buy
39,294
+243
+0.6% +$6.52K 0.01% 1035
2025
Q4 		$1.04M Buy
39,051
+8,328
+27% +$221K 0.01% 1034
2025
Q3 		$807K Buy
+30,723
New +$795K 0.01% 1165

Other funds holding DEFR

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
BCM
Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Atria Investments's DEFR Position: Q2 2026 in Review

Atria Investments increased its Aptus Deferred Income ETF (DEFR) stake by 4.3% in Q2 2026, buying an estimated $44.8K and bringing the position to 40,977 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1064.

Atria Investments first reported a position in DEFR in Q3 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold DEFR as of Q2 2026.

  • Atria Investments held 40,977 shares of Aptus Deferred Income ETF worth $1.1M as of Q2 2026.
  • Atria Investments bought 1,683 Aptus Deferred Income ETF shares in Q2 2026, an estimated $44.8K.
  • Aptus Deferred Income ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1064 holding.
  • Atria Investments first reported a position in Aptus Deferred Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Aptus Deferred Income ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.