JESC
MINV icon

J.E. Simmons & Co’s Matthews Asia Innovators Active ETF MINV Stock Holding History

J.E. Simmons & Co’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
2026
Q2 		$2M Sell
34,625
-822
-2% -$41.3K 1.13% 15
2026
Q1 		$1.35M Sell
35,447
-973
-3% -$37.6K 0.9% 15
2025
Q4 		$1.29M Buy
+36,420
New +$1.32M 0.83% 17

Other funds holding MINV

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

J.E. Simmons & Co's MINV Position: Q2 2026 in Review

J.E. Simmons & Co reduced its Matthews Asia Innovators Active ETF (MINV) stake by 2.3% in Q2 2026, selling an estimated $41.3K and leaving 34,625 shares worth $2M. The position accounts for 1.13% of the portfolio, ranked #15.

J.E. Simmons & Co first reported a position in MINV in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold MINV as of Q2 2026.

  • J.E. Simmons & Co held 34,625 shares of Matthews Asia Innovators Active ETF worth $2M as of Q2 2026.
  • J.E. Simmons & Co sold 822 Matthews Asia Innovators Active ETF shares in Q2 2026, an estimated $41.3K.
  • Matthews Asia Innovators Active ETF made up 1.13% of J.E. Simmons & Co's portfolio in Q2 2026, its #15 holding.
  • J.E. Simmons & Co first reported a position in Matthews Asia Innovators Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Matthews Asia Innovators Active ETF as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.