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
Q1 		$255K Buy
+9,580
New +$257K 0.03% 435

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 $1.42B 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

United Advisor Group's DEFR Position: Q1 2026 in Review

United Advisor Group opened a new position in Aptus Deferred Income ETF (DEFR) in Q1 2026: 9,580 shares worth $255K. The stake represents 0.03% of the portfolio and ranks #435 among its holdings.

26 funds tracked by Wall St. Rank hold DEFR as of Q1 2026.

  • United Advisor Group held 9,580 shares of Aptus Deferred Income ETF worth $255K as of Q1 2026.
  • Aptus Deferred Income ETF was a new United Advisor Group position in Q1 2026.
  • Aptus Deferred Income ETF made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #435 holding.
  • 26 funds tracked by Wall St. Rank held Aptus Deferred Income ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.