Kestra Advisory Services’s Matthews China Active ETF MCH Stock Holding History

Kestra Advisory Services’s Portfolio MCH Stock Details MCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$730K	Buy	25,304 +9,046	+56%	+$258K	﹤0.01%	2043
2026 Q1	$428K	Sell	16,258 -421	-3%	-$12K	﹤0.01%	2345
2025 Q4	$470K	Buy	16,679 +2,028	+14%	+$59.3K	﹤0.01%	2197
2025 Q3	$444K	Hold	14,651	–	–	﹤0.01%	2146
2025 Q2	$359K	Buy	+14,651	New	+$342K	﹤0.01%	2223

Other funds holding MCH

MWA

Merkkuri Wealth Advisors Hicksville, New York $161M AUM 19.9% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

SPFA

Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

JESC

J.E. Simmons & Co Dallas, Texas $177M AUM

IWS

Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Kestra Advisory Services's MCH Position: Q2 2026 in Review

Kestra Advisory Services increased its Matthews China Active ETF (MCH) stake by 56% in Q2 2026, buying an estimated $258K and bringing the position to 25,304 shares worth $730K. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

Kestra Advisory Services first reported a position in MCH in Q2 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold MCH as of Q2 2026.

Kestra Advisory Services held 25,304 shares of Matthews China Active ETF worth $730K as of Q2 2026.
Kestra Advisory Services bought 9,046 Matthews China Active ETF shares in Q2 2026, an estimated $258K.
Matthews China Active ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2043 holding.
Kestra Advisory Services first reported a position in Matthews China Active ETF in Q2 2025 and has held it in 5 quarters since.
8 funds tracked by Wall St. Rank held Matthews China Active ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.