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Regatta Capital Group’s Avantis US Equity ETF AVUS Stock Holding History

Regatta Capital Group’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.6M Buy
14,393
+33
+0.2% +$3.78K 0.24% 72
2025
Q4 		$1.61M Sell
14,360
-115
-0.8% -$12.7K 0.24% 70
2025
Q3 		$1.57M Buy
14,475
+187
+1% +$19.6K 0.25% 69
2025
Q2 		$1.44M Sell
14,288
-279
-2% -$26.1K 0.25% 70
2025
Q1 		$1.35M Buy
14,567
+462
+3% +$45K 0.26% 65
2024
Q4 		$1.37M Sell
14,105
-62
-0.4% -$6.09K 0.27% 60
2024
Q3 		$1.35M Sell
14,167
-71,593
-83% -$6.57M 0.26% 63
2024
Q2 		$7.73M Sell
85,760
-4,825
-5% -$426K 1.67% 16
2024
Q1 		$8.11M Sell
90,585
-19,287
-18% -$1.63M 1.82% 17
2023
Q4 		$8.96M Sell
109,872
-56,767
-34% -$4.3M 2.36% 10
2023
Q3 		$12.2M Sell
166,639
-5,021
-3% -$381K 3.87% 5
2023
Q2 		$12.9M Buy
171,660
+10,039
+6% +$718K 4.1% 5
2023
Q1 		$11M Hold
161,621
– – 3.91% 5
2022
Q4 		$11M Sell
161,621
-22,527
-12% -$1.54M 3.91% 5
2022
Q3 		$12M Buy
184,148
+2,009
+1% +$138K 4.89% 3
2022
Q2 		$11.8M Buy
182,139
+9,758
+6% +$692K 5.64% 3
2022
Q1 		$13.3M Buy
+172,381
New +$13.1M 4.59% 3

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Regatta Capital Group's AVUS Position: Q1 2026 in Review

Regatta Capital Group increased its Avantis US Equity ETF (AVUS) stake by 0.23% in Q1 2026, buying an estimated $3.78K and bringing the position to 14,393 shares worth $1.6M. The position accounts for 0.24% of the portfolio, ranked #72.

Regatta Capital Group first reported a position in AVUS in Q1 2022 and has held it in 17 quarters since. The position peaked at $13.3M in Q1 2022. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Regatta Capital Group held 14,393 shares of Avantis US Equity ETF worth $1.6M as of Q1 2026.
  • Regatta Capital Group bought 33 Avantis US Equity ETF shares in Q1 2026, an estimated $3.78K.
  • Avantis US Equity ETF made up 0.24% of Regatta Capital Group's portfolio in Q1 2026, its #72 holding.
  • Regatta Capital Group first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 17 quarters since.
  • Regatta Capital Group's Avantis US Equity ETF position peaked at $13.3M in Q1 2022.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Regatta Capital Group's 13F filing for Q1 2026, filed 15 Apr 2026.