Regatta Capital Group
AVUS icon

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
Q3 		$1.77M Sell
13,795
-1,277
-8% -$165K 0.22% 71
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Regatta Capital Group's AVUS Position: Q3 2026 in Review

Regatta Capital Group reduced its Avantis US Equity ETF (AVUS) stake by 8.5% in Q3 2026, selling an estimated $165K and leaving 13,795 shares worth $1.77M. The position accounts for 0.22% of the portfolio, ranked #71.

Regatta Capital Group first reported a position in AVUS in Q1 2022 and has held it in 19 quarters since. The position peaked at $13.3M in Q1 2022. 194 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Regatta Capital Group held 13,795 shares of Avantis US Equity ETF worth $1.77M as of Q3 2026.
  • Regatta Capital Group sold 1,277 Avantis US Equity ETF shares in Q3 2026, an estimated $165K.
  • Avantis US Equity ETF made up 0.22% of Regatta Capital Group's portfolio in Q3 2026, its #71 holding.
  • Regatta Capital Group first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 19 quarters since.
  • Regatta Capital Group's Avantis US Equity ETF position peaked at $13.3M in Q1 2022.
  • 194 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Regatta Capital Group's 13F filing for Q3 2026, filed 23 Oct 2026.