Capital Investment Advisory Services’s Aptus Deferred Income ETF DEFR Stock Holding History

Capital Investment Advisory Services’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	$2.47M	Buy	+92,173	New	+$2.45M	0.15%	159

Other funds holding DEFR

6th Street Advisors Daphne, Alabama $174M AUM

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Cushing Capital Partners Delafield, Wisconsin $145M AUM 15.89% 1-Year Est. Return

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Capital Investment Advisory Services's DEFR Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in Aptus Deferred Income ETF (DEFR) in Q2 2026: 92,173 shares worth $2.47M. The stake represents 0.15% of the portfolio and ranks #159 among its holdings.

11 funds tracked by Wall St. Rank hold DEFR as of Q2 2026.

Capital Investment Advisory Services held 92,173 shares of Aptus Deferred Income ETF worth $2.47M as of Q2 2026.
Aptus Deferred Income ETF was a new Capital Investment Advisory Services position in Q2 2026.
Aptus Deferred Income ETF made up 0.15% of Capital Investment Advisory Services's portfolio in Q2 2026, its #159 holding.
11 funds tracked by Wall St. Rank held Aptus Deferred Income ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.