HHM Wealth Advisors’s Matthews Asia Innovators Active ETF MINV Stock Holding History

HHM Wealth Advisors’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
2025 Q2	–	Sell	-1,215	Closed	-$34K	–	916
2025 Q1	$34K	Hold	1,215	–	–	﹤0.01%	420
2024 Q4	$33.3K	Hold	1,215	–	–	﹤0.01%	423
2024 Q3	$34.6K	Hold	1,215	–	–	﹤0.01%	384
2024 Q2	$32.8K	Hold	1,215	–	–	﹤0.01%	393
2024 Q1	$30.6K	Hold	1,215	–	–	0.01%	352
2023 Q4	$28.4K	Hold	1,215	–	–	﹤0.01%	367
2023 Q3	$27.1K	Hold	1,215	–	–	0.01%	356
2023 Q2	$28.8K	Hold	1,215	–	–	0.01%	369
2023 Q1	$30.1K	Hold	1,215	–	–	0.01%	354
2022 Q4	$29.5K	Buy	+1,215	New	+$27.8K	0.01%	310

Other funds holding MINV

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

NIWA

New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

HHM Wealth Advisors's MINV Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Matthews Asia Innovators Active ETF (MINV) in Q2 2025, closing a stake of 1,215 shares — an estimated $34K sold.

HHM Wealth Advisors first reported a position in MINV in Q4 2022 and held it in 10 quarters. The position peaked at $34.6K in Q3 2024. 13 funds tracked by Wall St. Rank hold MINV as of Q2 2025.

HHM Wealth Advisors reported no remaining Matthews Asia Innovators Active ETF position as of Q2 2025 after selling out during the quarter.
HHM Wealth Advisors sold 1,215 Matthews Asia Innovators Active ETF shares in Q2 2025, an estimated $34K.
HHM Wealth Advisors first reported a position in Matthews Asia Innovators Active ETF in Q4 2022 and held it in 10 quarters.
HHM Wealth Advisors's Matthews Asia Innovators Active ETF position peaked at $34.6K in Q3 2024.
13 funds tracked by Wall St. Rank held Matthews Asia Innovators Active ETF as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.