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United Advisor Group’s Aptus Deferred Income ETF DEFR Stock Holding History

United Advisor 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
Q3 		$254K Sell
9,769
-481
-5% -$12.8K 0.02% 498
2026
Q2 		$274K Buy
10,250
+670
+7% +$17.8K 0.03% 444
2026
Q1 		$255K Buy
+9,580
New +$257K 0.03% 435

Other funds holding DEFR

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $173M AUM
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
One Plus One Wealth Management
One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return
Code Waechter
Code Waechter Tampa, Florida $211M AUM 14.1% 1-Year Est. Return
Second Line Capital
Second Line Capital Metairie, Louisiana $574M AUM 8.36% 1-Year Est. Return
Regal Investment Advisors
Regal Investment Advisors Kentwood, Michigan $2B AUM 16.57% 1-Year Est. Return

United Advisor Group's DEFR Position: Q3 2026 in Review

United Advisor Group reduced its Aptus Deferred Income ETF (DEFR) stake by 4.7% in Q3 2026, selling an estimated $12.8K and leaving 9,769 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #498.

United Advisor Group first reported a position in DEFR in Q1 2026 and has held it in 3 quarters since. The position peaked at $274K in Q2 2026. 26 funds tracked by Wall St. Rank hold DEFR as of Q3 2026.

  • United Advisor Group held 9,769 shares of Aptus Deferred Income ETF worth $254K as of Q3 2026.
  • United Advisor Group sold 481 Aptus Deferred Income ETF shares in Q3 2026, an estimated $12.8K.
  • Aptus Deferred Income ETF made up 0.02% of United Advisor Group's portfolio in Q3 2026, its #498 holding.
  • United Advisor Group first reported a position in Aptus Deferred Income ETF in Q1 2026 and has held it in 3 quarters since.
  • United Advisor Group's Aptus Deferred Income ETF position peaked at $274K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Aptus Deferred Income ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.