Regatta Capital Group, LLC New Holdings in Q2 2025

Regatta Capital Group, LLC

  • $550 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EEM
Ishares Msci Emerging Markets

ETFs
37K
New
$38.52 - $48.28 $1.42M - $1.78M
37K $1.78M
HDV
Ishares Core High Dividend ETF

ETFs
13.2K
New
$108.41 - $120.51 $1.43M - $1.59M
13.2K $1.54M
LVHI
Franklin International Low Vol

ETFs
37.9K
New
$28.91 - $33.28 $1.1M - $1.26M
37.9K $1.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.76K
New
$456.74 - $568.03 $802K - $997K
1.76K $997K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
5.64K
New
$157.93 - $175.89 $891K - $992K
5.64K $984K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
35.5K
New
$24.14 - $25.43 $858K - $904K
35.5K $880K
EMBD
Global X Fds Emerging Mkts Bd

ETFs
37K
New
$22.1 - $23.32 $817K - $862K
37K $862K
JPIB
Jpmorgan International Bond Op

ETFs
14.8K
New
$47.18 - $48.62 $700K - $721K
14.8K $721K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
5.75K
New
$82.93 - $99.12 $477K - $570K
5.75K $569K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
12.1K
New
$37.87 - $42.54 $458K - $515K
12.1K $508K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
23.5K
New
$20.12 - $21.0 $472K - $493K
23.5K $490K
FDLO
Fidelity Covington Tr Low Vola

ETFs
7.58K
New
$54.44 - $62.8 $413K - $476K
7.58K $475K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
24.5K
New
$10.82 - $12.71 $265K - $312K
24.5K $305K
HYDB
Ishares Tr Edge High Yield Def

ETFs
5.99K
New
$44.64 - $47.48 $267K - $284K
5.99K $284K
IFGL
Ishares International Develope

ETFs
11.3K
New
$18.5 - $22.72 $210K - $257K
11.3K $257K
DUOL
Duolingo, Inc.

Technology
616
New
$292.88 - $540.68 $180K - $333K
616 $252K
PLTR
Palantir Technologies Inc.

Technology
1.74K
New
$74.01 - $144.25 $129K - $251K
1.74K $237K
CCJ
Cameco Corp

Energy
2.93K
New
$36.68 - $74.46 $108K - $218K
2.93K $217K
CRWD
Crowd Strike Holdings, Inc.

Technology
407
New
$321.63 - $509.31 $131K - $207K
407 $207K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.37K
New
$70.56 - $87.22 $167K - $206K
2.37K $206K
ADSK
Autodesk, Inc.

Technology
651
New
N/A
651 $160K
UGP
Ultrapar Holdings Inc

Energy
12.5K
New
$2.76 - $3.28 $34.4K - $40.9K
12.5K $40K
SB
Safe Bulkers, Inc.

Industrials
10.1K
New
$3.05 - $3.88 $30.7K - $39K
10.1K $36K
Goldman Sachs ETF Tr
5.76K
New
N/A
5.76K $0
Dimensional ETF Trust
5.45K
New
N/A
5.45K $0
Pgim ETF Tr
5.46K
New
N/A
5.46K $0
Goldman Sachs ETF Tr
10.3K
New
N/A
10.3K $0
Capital Group Conservative E
65.3K
New
N/A
65.3K $0
Blackrock ETF Trust Ii
5.35K
New
N/A
5.35K $0
CGMS
Capital Grp Core Plus Income E
10.2K
New
N/A
10.2K $0
Activity Summary
Buys All Purchases 143 New Holdings 31 Increased Positions 112 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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