UAG
DEFR

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
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

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 $15.3B AUM 25.33% 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

United Advisor Group's DEFR Position: Q2 2026 in Review

United Advisor Group increased its Aptus Deferred Income ETF (DEFR) stake by 7% in Q2 2026, buying an estimated $17.8K and bringing the position to 10,250 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #444.

United Advisor Group first reported a position in DEFR in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold DEFR as of Q2 2026.

  • United Advisor Group held 10,250 shares of Aptus Deferred Income ETF worth $274K as of Q2 2026.
  • United Advisor Group bought 670 Aptus Deferred Income ETF shares in Q2 2026, an estimated $17.8K.
  • Aptus Deferred Income ETF made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #444 holding.
  • United Advisor Group first reported a position in Aptus Deferred Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Aptus Deferred Income ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.