IAA
DEFR

Independent Advisor Alliance’s Aptus Deferred Income ETF DEFR Stock Holding History

Independent Advisor Alliance’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 		$337K Buy
12,604
+1,006
+9% +$26.8K 0.01% 798
2026
Q1 		$308K Buy
+11,598
New +$311K ﹤0.01% 1309

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

Independent Advisor Alliance's DEFR Position: Q2 2026 in Review

Independent Advisor Alliance increased its Aptus Deferred Income ETF (DEFR) stake by 8.7% in Q2 2026, buying an estimated $26.8K and bringing the position to 12,604 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #798.

Independent Advisor Alliance first reported a position in DEFR in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold DEFR as of Q2 2026.

  • Independent Advisor Alliance held 12,604 shares of Aptus Deferred Income ETF worth $337K as of Q2 2026.
  • Independent Advisor Alliance bought 1,006 Aptus Deferred Income ETF shares in Q2 2026, an estimated $26.8K.
  • Aptus Deferred Income ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #798 holding.
  • Independent Advisor Alliance first reported a position in Aptus Deferred Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Aptus Deferred Income ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.