MWM
DEFR

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

Meridian 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
Q1 		$754K Buy
28,356
+6,598
+30% +$177K 0.03% 412
2025
Q4 		$581K Buy
+21,758
New +$578K 0.02% 467

Other funds holding DEFR

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Meridian Wealth Management's DEFR Position: Q1 2026 in Review

Meridian Wealth Management increased its Aptus Deferred Income ETF (DEFR) stake by 30% in Q1 2026, buying an estimated $177K and bringing the position to 28,356 shares worth $754K. The position accounts for 0.03% of the portfolio, ranked #412.

Meridian Wealth Management first reported a position in DEFR in Q4 2025 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold DEFR as of Q1 2026.

  • Meridian Wealth Management held 28,356 shares of Aptus Deferred Income ETF worth $754K as of Q1 2026.
  • Meridian Wealth Management bought 6,598 Aptus Deferred Income ETF shares in Q1 2026, an estimated $177K.
  • Aptus Deferred Income ETF made up 0.03% of Meridian Wealth Management's portfolio in Q1 2026, its #412 holding.
  • Meridian Wealth Management first reported a position in Aptus Deferred Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Aptus Deferred Income ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.