Regatta Research & Money Management’s Parametric Hedged Equity ETF PHEQ Stock Holding History

Regatta Research & Money Management’s Portfolio PHEQ Stock Details PHEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.3K	Buy	+1,078	New	+$36.5K	0.04%	308

Other funds holding PHEQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

BPW

BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Regatta Research & Money Management opened a new position in Parametric Hedged Equity ETF (PHEQ) in Q2 2026: 1,078 shares worth $37.3K. The stake represents 0.04% of the portfolio and ranks #308 among its holdings.

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

Regatta Research & Money Management held 1,078 shares of Parametric Hedged Equity ETF worth $37.3K as of Q2 2026.
Parametric Hedged Equity ETF was a new Regatta Research & Money Management position in Q2 2026.
Parametric Hedged Equity ETF made up 0.04% of Regatta Research & Money Management's portfolio in Q2 2026, its #308 holding.
10 funds tracked by Wall St. Rank held Parametric Hedged Equity ETF as of Q2 2026.

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