MWM
DEFR

MBE Wealth Management’s Aptus Deferred Income ETF DEFR Stock Holding History

MBE Wealth Management’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 		$1.21M Sell
45,250
-2,553
-5% -$67.9K 0.43% 37
2026
Q1 		$1.27M Buy
47,803
+14,471
+43% +$388K 0.53% 30
2025
Q4 		$890K Buy
33,332
+15,728
+89% +$418K 0.37% 40
2025
Q3 		$462K Buy
+17,604
New +$456K 0.2% 65

Other funds holding DEFR

6SA
6th Street Advisors Daphne, Alabama $174M AUM
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CCP
Cushing Capital Partners Delafield, Wisconsin $145M AUM 15.89% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MBE Wealth Management's DEFR Position: Q2 2026 in Review

MBE Wealth Management reduced its Aptus Deferred Income ETF (DEFR) stake by 5.3% in Q2 2026, selling an estimated $67.9K and leaving 45,250 shares worth $1.21M. The position accounts for 0.43% of the portfolio, ranked #37.

MBE Wealth Management first reported a position in DEFR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.27M in Q1 2026. 11 funds tracked by Wall St. Rank hold DEFR as of Q2 2026.

  • MBE Wealth Management held 45,250 shares of Aptus Deferred Income ETF worth $1.21M as of Q2 2026.
  • MBE Wealth Management sold 2,553 Aptus Deferred Income ETF shares in Q2 2026, an estimated $67.9K.
  • Aptus Deferred Income ETF made up 0.43% of MBE Wealth Management's portfolio in Q2 2026, its #37 holding.
  • MBE Wealth Management first reported a position in Aptus Deferred Income ETF in Q3 2025 and has held it in 4 quarters since.
  • MBE Wealth Management's Aptus Deferred Income ETF position peaked at $1.27M in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Aptus Deferred Income ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.