VAG
DEFT

VisionPoint Advisory Group’s Defi Technologies DEFT Stock Holding History

VisionPoint Advisory Group’s Portfolio DEFT Stock Details DEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-14,000
Closed -$7.74K – 528
2026
Q1 		$7.74K Hold
14,000
– – ﹤0.01% 439
2025
Q4 		$10.6K Buy
+14,000
New +$21.4K ﹤0.01% 394

Other funds holding DEFT

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

VisionPoint Advisory Group's DEFT Position: Q2 2026 in Review

VisionPoint Advisory Group sold out of Defi Technologies (DEFT) in Q2 2026, closing a stake of 14,000 shares — an estimated $7.74K sold.

VisionPoint Advisory Group first reported a position in DEFT in Q4 2025 and held it in 2 quarters. The position peaked at $10.6K in Q4 2025. 10 funds tracked by Wall St. Rank hold DEFT as of Q2 2026.

  • VisionPoint Advisory Group reported no remaining Defi Technologies position as of Q2 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 14,000 Defi Technologies shares in Q2 2026, an estimated $7.74K.
  • VisionPoint Advisory Group first reported a position in Defi Technologies in Q4 2025 and held it in 2 quarters.
  • VisionPoint Advisory Group's Defi Technologies position peaked at $10.6K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Defi Technologies as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.