TVM
DEFR

True Vision MN’s Aptus Deferred Income ETF DEFR Stock Holding History

True Vision MN’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
-33,164
Closed -$886K – 129
2025
Q4 		$886K Buy
33,164
+63
+0.2% +$1.68K 0.45% 44
2025
Q3 		$869K Sell
33,101
-118
-0.4% -$3.05K 0.45% 44
2025
Q2 		$852K Buy
+33,219
New +$838K 0.47% 45

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 $159M 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

True Vision MN's DEFR Position: Q1 2026 in Review

True Vision MN sold out of Aptus Deferred Income ETF (DEFR) in Q1 2026, closing a stake of 33,164 shares — an estimated $886K sold.

True Vision MN first reported a position in DEFR in Q2 2025 and held it in 3 quarters. The position peaked at $886K in Q4 2025. 26 funds tracked by Wall St. Rank hold DEFR as of Q1 2026.

  • True Vision MN reported no remaining Aptus Deferred Income ETF position as of Q1 2026 after selling out during the quarter.
  • True Vision MN sold 33,164 Aptus Deferred Income ETF shares in Q1 2026, an estimated $886K.
  • True Vision MN first reported a position in Aptus Deferred Income ETF in Q2 2025 and held it in 3 quarters.
  • True Vision MN's Aptus Deferred Income ETF position peaked at $886K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Aptus Deferred Income ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.