Valmark Advisers’s Aptus Deferred Income ETF DEFR Stock Holding History

Valmark Advisers’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	$960K	Buy	+36,990	New	+$981K	0.01%	378

Other funds holding DEFR

6SA

6th Street Advisors Daphne, Alabama $173M AUM

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return

Code Waechter Tampa, Florida $211M AUM 14.1% 1-Year Est. Return

MBE Wealth Management Tomah, Wisconsin $284M AUM 14.68% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

Valmark Advisers's DEFR Position: Q3 2026 in Review

Valmark Advisers opened a new position in Aptus Deferred Income ETF (DEFR) in Q3 2026: 36,990 shares worth $960K. The stake represents 0.01% of the portfolio and ranks #378 among its holdings.

16 funds tracked by Wall St. Rank hold DEFR as of Q3 2026.

Valmark Advisers held 36,990 shares of Aptus Deferred Income ETF worth $960K as of Q3 2026.
Aptus Deferred Income ETF was a new Valmark Advisers position in Q3 2026.
Aptus Deferred Income ETF made up 0.01% of Valmark Advisers's portfolio in Q3 2026, its #378 holding.
16 funds tracked by Wall St. Rank held Aptus Deferred Income ETF as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.