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 Q2	$2.2M	Buy	76,165 +2,320	+3%	+$66.2K	0.96%	43
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 $6.31B AUM 20.77% 1-Year Est. Return

MWA

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

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IWS

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

Summit Place Financial Advisors's MCH Position: Q2 2026 in Review

Summit Place Financial Advisors increased its Matthews China Active ETF (MCH) stake by 3.1% in Q2 2026, buying an estimated $66.2K and bringing the position to 76,165 shares worth $2.2M. The position accounts for 0.96% of the portfolio, ranked #43.

Summit Place Financial Advisors first reported a position in MCH in Q4 2023 and has held it in 11 quarters since. 17 funds tracked by Wall St. Rank hold MCH as of Q2 2026.

Summit Place Financial Advisors held 76,165 shares of Matthews China Active ETF worth $2.2M as of Q2 2026.
Summit Place Financial Advisors bought 2,320 Matthews China Active ETF shares in Q2 2026, an estimated $66.2K.
Matthews China Active ETF made up 0.96% of Summit Place Financial Advisors's portfolio in Q2 2026, its #43 holding.
Summit Place Financial Advisors first reported a position in Matthews China Active ETF in Q4 2023 and has held it in 11 quarters since.
17 funds tracked by Wall St. Rank held Matthews China Active ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.