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DEFR
4 quarters

Position history for Integrated Wealth Concepts LLC's holdings in ETF SER SOLUTIONS

Integrated Wealth Concepts LLC holds 140,561 shares of DEFR (ETF SER SOLUTIONS), worth $3.7M as of 2026-Q1. The position was increased (+29.4% shares). DEFR represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$3.7M

Current Shares

140,561

Total Value Change

+$3.4M

Total Shares Change

+129,273

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
140,561
+29.4%
$3.7M0.0%$27.10
33
2025-Q4
Increased
108,656
+12.7%
$2.9M0.0%$26.81
30
2025-Q3
Increased
96,425
+754.2%
$2.5M0.0%$26.45
42
2025-Q2
New
11,288
-
$289,4830.0%$25.56
32

Other major holders of DEFR: Aptus Capital Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC

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