RB
DEFR

Renasant Bank’s Aptus Deferred Income ETF DEFR Stock Holding History

Renasant Bank’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 		$933K Buy
35,094
+895
+3% +$24K 0.66% 44
2025
Q4 		$913K Sell
34,199
-309
-0.9% -$8.21K 0.62% 53
2025
Q3 		$906K Buy
+34,508
New +$893K 0.58% 56

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 $374B AUM 17.66% 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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Renasant Bank's DEFR Position: Q1 2026 in Review

Renasant Bank increased its Aptus Deferred Income ETF (DEFR) stake by 2.6% in Q1 2026, buying an estimated $24K and bringing the position to 35,094 shares worth $933K. The position accounts for 0.66% of the portfolio, ranked #44.

Renasant Bank 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.

  • Renasant Bank held 35,094 shares of Aptus Deferred Income ETF worth $933K as of Q1 2026.
  • Renasant Bank bought 895 Aptus Deferred Income ETF shares in Q1 2026, an estimated $24K.
  • Aptus Deferred Income ETF made up 0.66% of Renasant Bank's portfolio in Q1 2026, its #44 holding.
  • Renasant Bank 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 Renasant Bank's 13F filing for Q1 2026, filed 29 Apr 2026.