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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
Q2 		$1.93M Buy
15,072
+679
+5% +$83.6K 0.26% 70
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 $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 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 $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Regatta Capital Group's AVUS Position: Q2 2026 in Review

Regatta Capital Group increased its Avantis US Equity ETF (AVUS) stake by 4.7% in Q2 2026, buying an estimated $83.6K and bringing the position to 15,072 shares worth $1.93M. The position accounts for 0.26% of the portfolio, ranked #70.

Regatta Capital Group first reported a position in AVUS in Q1 2022 and has held it in 18 quarters since. The position peaked at $13.3M in Q1 2022. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Regatta Capital Group held 15,072 shares of Avantis US Equity ETF worth $1.93M as of Q2 2026.
  • Regatta Capital Group bought 679 Avantis US Equity ETF shares in Q2 2026, an estimated $83.6K.
  • Avantis US Equity ETF made up 0.26% of Regatta Capital Group's portfolio in Q2 2026, its #70 holding.
  • Regatta Capital Group first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • Regatta Capital Group's Avantis US Equity ETF position peaked at $13.3M in Q1 2022.
  • 581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.