Aptus Deferred Income ETF (DEFR)
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DEFR Chart
Aptus Deferred Income ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,263 | $59,568.67 | $60,399.47 | $830.8 | 1.39% |
 Keith Dubauskas One Plus One Wealth Management LLC | 86,580 | $2.23M | $2.31M | $77,583.24 | 3.48% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 47,497 | $1.22M | $1.27M | $42,633.72 | 3.48% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 260,689 | $6.74M | $6.96M | $213,712.65 | 3.17% |
 Christopher C. Powers Farther Finance Advisors, LLC | 1,110 | $29,515 | $29,614.8 | $99.8 | 0.34% |
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Aptus Deferred Income ETF Profile
| BATS Exchange | United States Country |
Overview
The Aptus Deferred Income ETF is an actively managed fixed income exchange-traded fund that specializes in providing core bond exposure. The fund's design highlights a focus on tax efficiency while also enhancing return potential. Unlike conventional interest income approaches, the Aptus Deferred Income ETF utilizes a blend of U.S. Treasury ETF holdings alongside option overlay strategies to mimic the risk and return characteristics commonly associated with intermediate-term bonds. This innovative strategy aims to primarily generate returns via capital appreciation and deferred gains, which can effectively lower current taxable income. This feature serves as a significant advantage for investors operating within higher tax brackets or those managing taxable accounts.
The overarching objective of the fund is to surpass the performance of the Bloomberg U.S. Aggregate Bond Index by providing core fixed income returns augmented by favorable tax implications. The Aptus Deferred Income ETF is a reflection of evolving trends within the fixed income investment landscape, as investors increasingly pursue innovative, actively managed solutions that address tax considerations while delivering differentiated risk-return profiles for diversified portfolios.
Products and Services
- Actively Managed Fixed Income ETF
The Aptus Deferred Income ETF is structured as an actively managed fund, which allows for dynamic adjustments in response to market changes, enhancing the potential for superior returns compared to passive investment strategies.
- Core Bond Exposure
The ETF is designed to serve as a fundamental building block of a diversified portfolio, offering robust core bond exposure that adheres to established market standards while incorporating innovative strategies.
- Tax Efficiency Strategies
The fund emphasizes tax efficiency by minimizing current taxable income through capital appreciation and deferred gains, making it an attractive option for investors in higher tax brackets.
- U.S. Treasury ETF Holdings
By including U.S. Treasury ETFs in its portfolio, the fund aims to secure a stable foundation that reflects the characteristics of intermediate-term bonds, helping ensure consistent performance.
- Option Overlay Strategies
The utilization of option overlay strategies serves to amplify returns and manage risk, allowing the fund to navigate market variables more effectively and improve the risk-return profile.
- Performance Objective
The ETF’s target is to outperform the Bloomberg U.S. Aggregate Bond Index, leveraging its unique strategies to achieve enhanced returns and tax outcomes compared to traditional bond investments.
- Differentiated Risk-Return Profile
The Aptus Deferred Income ETF is designed to offer a unique risk-return profile, appealing to investors seeking more tailored investment opportunities within the fixed income market.
