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
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 $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 $424B AUM 22.94% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 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
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Prime Capital Investment Advisors's DEFR Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its Aptus Deferred Income ETF (DEFR) stake by 25% in Q1 2026, buying an estimated $632K and bringing the position to 116,336 shares worth $3.09M. The position accounts for 0.04% of the portfolio, ranked #298.

Prime Capital Investment Advisors first reported a position in DEFR in Q3 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold DEFR as of Q1 2026.

  • Prime Capital Investment Advisors held 116,336 shares of Aptus Deferred Income ETF worth $3.09M as of Q1 2026.
  • Prime Capital Investment Advisors bought 23,537 Aptus Deferred Income ETF shares in Q1 2026, an estimated $632K.
  • Aptus Deferred Income ETF made up 0.04% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #298 holding.
  • Prime Capital Investment Advisors first reported a position in Aptus Deferred Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Aptus Deferred Income ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.