UBS Group
DEFR

UBS Group’s Aptus Deferred Income ETF DEFR Stock Holding History

UBS Group’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
-328
Closed -$8.76K – 11595
2025
Q4 		$8.76K Buy
+328
New +$8.72K ﹤0.01% 8336

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

UBS Group's DEFR Position: Q1 2026 in Review

UBS Group sold out of Aptus Deferred Income ETF (DEFR) in Q1 2026, closing a stake of 328 shares — an estimated $8.76K sold.

UBS Group first reported a position in DEFR in Q4 2025 and held it in 1 quarter. The position peaked at $8.76K in Q4 2025. 26 funds tracked by Wall St. Rank hold DEFR as of Q1 2026.

  • UBS Group reported no remaining Aptus Deferred Income ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 328 Aptus Deferred Income ETF shares in Q1 2026, an estimated $8.76K.
  • UBS Group first reported a position in Aptus Deferred Income ETF in Q4 2025 and held it in 1 quarter.
  • UBS Group's Aptus Deferred Income ETF position peaked at $8.76K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Aptus Deferred Income ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.