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Arete Wealth Advisors’s CME Group CME Stock Holding History

Arete Wealth Advisors’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,115
Closed -$1.38M – 430
2025
Q3 		$1.38M Buy
5,115
+345
+7% +$93.9K 0.09% 217
2025
Q2 		$1.31M Sell
4,770
-156
-3% -$42.4K 0.09% 216
2025
Q1 		$1.31M Sell
4,926
-481
-9% -$119K 0.1% 209
2024
Q4 		$1.26M Buy
5,407
+2,455
+83% +$565K 0.09% 218
2024
Q3 		$650K Sell
2,952
-1,445
-33% -$299K 0.06% 307
2024
Q2 		$864K Buy
+4,397
New +$908K 0.07% 264
2024
Q1 		– Sell
-2,475
Closed -$521K – 440
2023
Q4 		$521K Buy
+2,475
New +$528K 0.04% 393
2020
Q2 		– Sell
-1,603
Closed -$277K – 378
2020
Q1 		$277K Sell
1,603
-88
-5% -$17.5K 0.05% 253
2019
Q4 		$339K Sell
1,691
-30
-2% -$6.15K 0.06% 280
2019
Q3 		$364K Buy
1,721
+26
+2% +$5.43K 0.07% 264
2019
Q2 		$329K Sell
1,695
-53
-3% -$9.77K 0.06% 283
2019
Q1 		$288K Sell
1,748
-203
-10% -$35.9K 0.06% 291
2018
Q4 		$367K Buy
1,951
+39
+2% +$7.2K 0.09% 236
2018
Q3 		$325K Sell
1,912
-339
-15% -$57.1K 0.07% 255
2018
Q2 		$369K Buy
2,251
+430
+24% +$70.2K 0.09% 240
2018
Q1 		$295K Buy
1,821
+270
+17% +$43K 0.1% 238
2017
Q4 		$227K Buy
+1,551
New +$221K 0.07% 278
2015
Q4 		– Sell
-23,289
Closed -$2.16M – 138
2015
Q3 		$2.16M Sell
23,289
-471
-2% -$44.8K 1.69% 10
2015
Q2 		$2.21M Buy
23,760
+7,788
+49% +$727K 1.49% 15
2015
Q1 		$1.51M Buy
15,972
+422
+3% +$39.1K 0.98% 18
2014
Q4 		$1.38M Buy
+15,550
New +$1.32M 0.97% 23

Other funds holding CME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arete Wealth Advisors's CME Position: Q4 2025 in Review

Arete Wealth Advisors sold out of CME Group (CME) in Q4 2025, closing a stake of 5,115 shares — an estimated $1.38M sold.

Arete Wealth Advisors first reported a position in CME in Q4 2014 and held it in 21 quarters. The position peaked at $2.21M in Q2 2015. 1,736 funds tracked by Wall St. Rank hold CME as of Q4 2025.

  • Arete Wealth Advisors reported no remaining CME Group position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,115 CME Group shares in Q4 2025, an estimated $1.38M.
  • Arete Wealth Advisors first reported a position in CME Group in Q4 2014 and held it in 21 quarters.
  • Arete Wealth Advisors's CME Group position peaked at $2.21M in Q2 2015.
  • 1,736 funds tracked by Wall St. Rank held CME Group as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.