FFA
DEFR

Farther Finance Advisors’s Aptus Deferred Income ETF DEFR Stock Holding History

Farther Finance Advisors’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 		$29K Sell
1,086
-24
-2% -$639 ﹤0.01% 3689
2026
Q1 		$29.5K Buy
+1,110
New +$29.8K ﹤0.01% 3381

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

Farther Finance Advisors's DEFR Position: Q2 2026 in Review

Farther Finance Advisors reduced its Aptus Deferred Income ETF (DEFR) stake by 2.2% in Q2 2026, selling an estimated $639 and leaving 1,086 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #3689.

Farther Finance Advisors first reported a position in DEFR in Q1 2026 and has held it in 2 quarters since. The position peaked at $29.5K in Q1 2026. 29 funds tracked by Wall St. Rank hold DEFR as of Q2 2026.

  • Farther Finance Advisors held 1,086 shares of Aptus Deferred Income ETF worth $29K as of Q2 2026.
  • Farther Finance Advisors sold 24 Aptus Deferred Income ETF shares in Q2 2026, an estimated $639.
  • Aptus Deferred Income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3689 holding.
  • Farther Finance Advisors first reported a position in Aptus Deferred Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Farther Finance Advisors's Aptus Deferred Income ETF position peaked at $29.5K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Aptus Deferred Income ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.