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Regatta Research & Money Management’s Matthews Asia Dividend Active ETF ADVE Stock Holding History

Regatta Research & Money Management’s Portfolio ADVE Stock Details ADVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.1K Buy
+502
New +$22.9K 0.02% 397

Other funds holding ADVE

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $1.1B AUM 26.6% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Regatta Research & Money Management's ADVE Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Matthews Asia Dividend Active ETF (ADVE) in Q2 2026: 502 shares worth $23.1K. The stake represents 0.02% of the portfolio and ranks #397 among its holdings.

10 funds tracked by Wall St. Rank hold ADVE as of Q2 2026.

  • Regatta Research & Money Management held 502 shares of Matthews Asia Dividend Active ETF worth $23.1K as of Q2 2026.
  • Matthews Asia Dividend Active ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Matthews Asia Dividend Active ETF made up 0.02% of Regatta Research & Money Management's portfolio in Q2 2026, its #397 holding.
  • 10 funds tracked by Wall St. Rank held Matthews Asia Dividend Active ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.