CWM
MINV icon

Catalyst Wealth Management’s Matthews Asia Innovators Active ETF MINV Stock Holding History

Catalyst Wealth Management’s Portfolio MINV Stock Details MINV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$1.45M Buy
58,415
+22,302
+62% +$570K 1.36% 24
2022
Q4 		$877K Buy
+36,113
New +$827K 0.83% 45

Other funds holding MINV

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
SI
Saxon Interests Houston, Texas $362M AUM 28.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Catalyst Wealth Management's MINV Position: Q1 2023 in Review

Catalyst Wealth Management increased its Matthews Asia Innovators Active ETF (MINV) stake by 62% in Q1 2023, buying an estimated $570K and bringing the position to 58,415 shares worth $1.45M. The position accounts for 1.36% of the portfolio, ranked #24.

Catalyst Wealth Management first reported a position in MINV in Q4 2022 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold MINV as of Q1 2023.

  • Catalyst Wealth Management held 58,415 shares of Matthews Asia Innovators Active ETF worth $1.45M as of Q1 2023.
  • Catalyst Wealth Management bought 22,302 Matthews Asia Innovators Active ETF shares in Q1 2023, an estimated $570K.
  • Matthews Asia Innovators Active ETF made up 1.36% of Catalyst Wealth Management's portfolio in Q1 2023, its #24 holding.
  • Catalyst Wealth Management first reported a position in Matthews Asia Innovators Active ETF in Q4 2022 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Matthews Asia Innovators Active ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.