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

One Plus One 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 Q3	$2.3M	Buy	88,726 +2,146	+2%	+$56.9K	0.96%	30
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

6SA

6th Street Advisors Daphne, Alabama $173M AUM

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Code Waechter Tampa, Florida $211M AUM 14.1% 1-Year Est. Return

Second Line Capital Metairie, Louisiana $574M AUM 8.36% 1-Year Est. Return

MBE Wealth Management Tomah, Wisconsin $284M AUM 14.68% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

One Plus One Wealth Management's DEFR Position: Q3 2026 in Review

One Plus One Wealth Management increased its Aptus Deferred Income ETF (DEFR) stake by 2.5% in Q3 2026, buying an estimated $56.9K and bringing the position to 88,726 shares worth $2.3M. The position accounts for 0.96% of the portfolio, ranked #30.

One Plus One Wealth Management first reported a position in DEFR in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.32M in Q2 2026. 21 funds tracked by Wall St. Rank hold DEFR as of Q3 2026.

One Plus One Wealth Management held 88,726 shares of Aptus Deferred Income ETF worth $2.3M as of Q3 2026.
One Plus One Wealth Management bought 2,146 Aptus Deferred Income ETF shares in Q3 2026, an estimated $56.9K.
Aptus Deferred Income ETF made up 0.96% of One Plus One Wealth Management's portfolio in Q3 2026, its #30 holding.
One Plus One Wealth Management first reported a position in Aptus Deferred Income ETF in Q2 2025 and has held it in 6 quarters since.
One Plus One Wealth Management's Aptus Deferred Income ETF position peaked at $2.32M in Q2 2026.
21 funds tracked by Wall St. Rank held Aptus Deferred Income ETF as of Q3 2026.

Based on One Plus One Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.