SHFP
DEFR

Second Half Financial Partners’s Aptus Deferred Income ETF DEFR Stock Holding History

Second Half Financial Partners’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 		$1.27M Sell
47,497
-813
-2% -$21.6K 0.52% 25
2026
Q1 		$1.28M Buy
48,310
+5,091
+12% +$137K 0.58% 23
2025
Q4 		$1.15M Buy
43,219
+1,567
+4% +$41.7K 0.51% 29
2025
Q3 		$1.09M Sell
41,652
-2,251
-5% -$58.3K 0.48% 30
2025
Q2 		$1.13M Buy
+43,903
New +$1.11M 0.53% 28

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 22.96% 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 $20.5B AUM 24.45% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Second Half Financial Partners's DEFR Position: Q2 2026 in Review

Second Half Financial Partners reduced its Aptus Deferred Income ETF (DEFR) stake by 1.7% in Q2 2026, selling an estimated $21.6K and leaving 47,497 shares worth $1.27M. The position accounts for 0.52% of the portfolio, ranked #25.

Second Half Financial Partners first reported a position in DEFR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.28M in Q1 2026. 29 funds tracked by Wall St. Rank hold DEFR as of Q2 2026.

  • Second Half Financial Partners held 47,497 shares of Aptus Deferred Income ETF worth $1.27M as of Q2 2026.
  • Second Half Financial Partners sold 813 Aptus Deferred Income ETF shares in Q2 2026, an estimated $21.6K.
  • Aptus Deferred Income ETF made up 0.52% of Second Half Financial Partners's portfolio in Q2 2026, its #25 holding.
  • Second Half Financial Partners first reported a position in Aptus Deferred Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Second Half Financial Partners's Aptus Deferred Income ETF position peaked at $1.28M in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Aptus Deferred Income ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.