Physician Wealth Advisors’s Defi Technologies DEFT Stock Holding History

Physician Wealth Advisors’s Portfolio DEFT Stock Details DEFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-746	Closed	-$413	–	2475
2026 Q1	$413	Buy	+746	New	+$569	﹤0.01%	1982

Other funds holding DEFT

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Physician Wealth Advisors's DEFT Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Defi Technologies (DEFT) in Q2 2026, closing a stake of 746 shares — an estimated $413 sold.

Physician Wealth Advisors first reported a position in DEFT in Q1 2026 and held it in 1 quarter. The position peaked at $413 in Q1 2026. 99 funds tracked by Wall St. Rank hold DEFT as of Q2 2026.

Physician Wealth Advisors reported no remaining Defi Technologies position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 746 Defi Technologies shares in Q2 2026, an estimated $413.
Physician Wealth Advisors first reported a position in Defi Technologies in Q1 2026 and held it in 1 quarter.
Physician Wealth Advisors's Defi Technologies position peaked at $413 in Q1 2026.
99 funds tracked by Wall St. Rank held Defi Technologies as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.