Rockefeller Capital Management
DEFR

Rockefeller Capital Management’s Aptus Deferred Income ETF DEFR Stock Holding History

Rockefeller Capital 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
Q1 		– Sell
-163
Closed -$4.35K – 4910
2025
Q4 		$4.35K Buy
+163
New +$4.33K ﹤0.01% 4118

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 $1.42B AUM 21.08% 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

Rockefeller Capital Management's DEFR Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Aptus Deferred Income ETF (DEFR) in Q1 2026, closing a stake of 163 shares — an estimated $4.35K sold.

Rockefeller Capital Management first reported a position in DEFR in Q4 2025 and held it in 1 quarter. The position peaked at $4.35K in Q4 2025. 26 funds tracked by Wall St. Rank hold DEFR as of Q1 2026.

  • Rockefeller Capital Management reported no remaining Aptus Deferred Income ETF position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 163 Aptus Deferred Income ETF shares in Q1 2026, an estimated $4.35K.
  • Rockefeller Capital Management first reported a position in Aptus Deferred Income ETF in Q4 2025 and held it in 1 quarter.
  • Rockefeller Capital Management's Aptus Deferred Income ETF position peaked at $4.35K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Aptus Deferred Income ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.