Summit Place Financial Advisors’s Matthews China Active ETF MCH Stock Holding History

Summit Place Financial Advisors’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 Q1	$1.94M	Buy	73,845 +10,925	+17%	+$311K	0.93%	39
2025 Q4	$1.77M	Buy	62,920 +1,150	+2%	+$33.6K	0.86%	42
2025 Q3	$1.87M	Sell	61,770 -1,300	-2%	-$35.3K	0.88%	44
2025 Q2	$1.55M	Buy	63,070 +1,090	+2%	+$25.4K	0.78%	49
2025 Q1	$1.51M	Buy	61,980 +12,875	+26%	+$303K	0.85%	43
2024 Q4	$1.08M	Sell	49,105 -1,575	-3%	-$37.4K	0.62%	54
2024 Q3	$1.25M	Sell	50,680 -225	-0.4%	-$4.3K	0.69%	51
2024 Q2	$978K	Sell	50,905 -9,320	-15%	-$187K	0.58%	54
2024 Q1	$1.13M	Sell	60,225 -39,200	-39%	-$711K	0.66%	53
2023 Q4	$1.89M	Buy	+99,425	New	+$1.94M	1.24%	36

Other funds holding MCH

OMC

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

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

MWA

Merkkuri Wealth Advisors Hicksville, New York $151M AUM 14.38% 1-Year Est. Return

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

JESC

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IWS

Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return

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

Summit Place Financial Advisors's MCH Position: Q1 2026 in Review

Summit Place Financial Advisors increased its Matthews China Active ETF (MCH) stake by 17% in Q1 2026, buying an estimated $311K and bringing the position to 73,845 shares worth $1.94M. The position accounts for 0.93% of the portfolio, ranked #39.

Summit Place Financial Advisors first reported a position in MCH in Q4 2023 and has held it in 10 quarters since. 17 funds tracked by Wall St. Rank hold MCH as of Q1 2026.

Summit Place Financial Advisors held 73,845 shares of Matthews China Active ETF worth $1.94M as of Q1 2026.
Summit Place Financial Advisors bought 10,925 Matthews China Active ETF shares in Q1 2026, an estimated $311K.
Matthews China Active ETF made up 0.93% of Summit Place Financial Advisors's portfolio in Q1 2026, its #39 holding.
Summit Place Financial Advisors first reported a position in Matthews China Active ETF in Q4 2023 and has held it in 10 quarters since.
17 funds tracked by Wall St. Rank held Matthews China Active ETF as of Q1 2026.

Based on Summit Place Financial Advisors's 13F filing for Q1 2026, filed 1 May 2026.