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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.32M Buy
86,580
+51
+0.1% +$1.36K 1% 31
2026
Q1
$2.3M Buy
86,529
+4,219
+5% +$113K 0.97% 30
2025
Q4
$2.2M Buy
82,310
+1,858
+2% +$49.4K 1.01% 30
2025
Q3
$2.11M Buy
80,452
+4,067
+5% +$105K 1.03% 29
2025
Q2
$1.96M Buy
+76,385
New +$1.93M 1.07% 26

Other funds holding DEFR

One Plus One Wealth Management's DEFR Position: Q2 2026 in Review

One Plus One Wealth Management increased its Aptus Deferred Income ETF (DEFR) stake by 0.06% in Q2 2026, buying an estimated $1.36K and bringing the position to 86,580 shares worth $2.32M. The position accounts for 1% of the portfolio, ranked #31.

One Plus One Wealth Management first reported a position in DEFR in Q2 2025 and has held it in 5 quarters since. 4 funds tracked by Wall St. Rank hold DEFR as of Q2 2026.

  • One Plus One Wealth Management held 86,580 shares of Aptus Deferred Income ETF worth $2.32M as of Q2 2026.
  • One Plus One Wealth Management bought 51 Aptus Deferred Income ETF shares in Q2 2026, an estimated $1.36K.
  • Aptus Deferred Income ETF made up 1% of One Plus One Wealth Management's portfolio in Q2 2026, its #31 holding.
  • One Plus One Wealth Management first reported a position in Aptus Deferred Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 4 funds tracked by Wall St. Rank held Aptus Deferred Income ETF as of Q2 2026.

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