PCIA
DEFR

Prime Capital Investment Advisors’s Aptus Deferred Income ETF DEFR Stock Holding History

Prime Capital Investment Advisors’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 		$3.87M Buy
144,619
+28,283
+24% +$753K 0.04% 271
2026
Q1 		$3.09M Buy
116,336
+23,537
+25% +$632K 0.04% 298
2025
Q4 		$2.48M Buy
92,799
+37,902
+69% +$1.01M 0.03% 311
2025
Q3 		$1.44M Buy
+54,897
New +$1.42M 0.02% 403

Other funds holding DEFR

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
BCM
Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Prime Capital Investment Advisors's DEFR Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Aptus Deferred Income ETF (DEFR) stake by 24% in Q2 2026, buying an estimated $753K and bringing the position to 144,619 shares worth $3.87M. The position accounts for 0.04% of the portfolio, ranked #271.

Prime Capital Investment Advisors first reported a position in DEFR in Q3 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold DEFR as of Q2 2026.

  • Prime Capital Investment Advisors held 144,619 shares of Aptus Deferred Income ETF worth $3.87M as of Q2 2026.
  • Prime Capital Investment Advisors bought 28,283 Aptus Deferred Income ETF shares in Q2 2026, an estimated $753K.
  • Aptus Deferred Income ETF made up 0.04% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #271 holding.
  • Prime Capital Investment Advisors first reported a position in Aptus Deferred Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Aptus Deferred Income ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.