Avantax Advisory Services’s CME Group CME Stock Holding History

Avantax Advisory Services’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 Q2	$6.04M	Buy	21,900 +2,469	+13%	+$671K	0.03%	396
2025 Q1	$5.15M	Buy	19,431 +945	+5%	+$233K	0.03%	404
2024 Q4	$4.29M	Buy	18,486 +308	+2%	+$70.8K	0.03%	450
2024 Q3	$4.01M	Sell	18,178 -1,616	-8%	-$334K	0.03%	455
2024 Q2	$3.89M	Buy	19,794 +12,379	+167%	+$2.56M	0.03%	442
2024 Q1	$1.6M	Buy	7,415 +318	+4%	+$66.8K	0.01%	603
2023 Q4	$1.49M	Buy	7,097 +141	+2%	+$30.1K	0.01%	594
2023 Q3	$1.39M	Sell	6,956 -89	-1%	-$17.7K	0.02%	577
2023 Q2	$1.31M	Sell	7,045 -145	-2%	-$26.8K	0.01%	588
2023 Q1	$1.38M	Buy	7,190 +101	+1%	+$18.3K	0.02%	560
2022 Q4	$1.19M	Sell	7,089 -370	-5%	-$64.3K	0.02%	579
2022 Q3	$1.32M	Sell	7,459 -762	-9%	-$151K	0.02%	481
2022 Q2	$1.68M	Sell	8,221 -172	-2%	-$36.5K	0.03%	415
2022 Q1	$1.99M	Buy	8,393 +1,332	+19%	+$313K	0.03%	377
2021 Q4	$1.61M	Buy	7,061 +249	+4%	+$54.8K	0.02%	405
2021 Q3	$1.32M	Sell	6,812 -23	-0.3%	-$4.66K	0.02%	413
2021 Q2	$1.45M	Buy	6,835 +204	+3%	+$43.1K	0.03%	398
2021 Q1	$1.35M	Buy	6,631 +4,932	+290%	+$971K	0.03%	376
2020 Q4	$308K	Sell	1,699 -2,131	-56%	-$362K	0.01%	709
2020 Q3	$643K	Buy	3,830 +2,089	+120%	+$352K	0.01%	708
2020 Q2	$286K	Buy	1,741 +85	+5%	+$15.2K	0.01%	657
2020 Q1	$287K	Buy	1,656 +237	+17%	+$47.2K	0.01%	593
2019 Q4	$286K	Buy	1,419 +84	+6%	+$17.2K	0.01%	642
2019 Q3	$282K	Sell	1,335 -140	-9%	-$29.3K	0.01%	450
2019 Q2	$286K	Buy	1,475 +135	+10%	+$24.9K	0.01%	407
2019 Q1	$221K	Buy	+1,340	New	+$237K	0.01%	436

Other funds holding CME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Advisory Services's CME Position: Q2 2025 in Review

Avantax Advisory Services increased its CME Group (CME) stake by 13% in Q2 2025, buying an estimated $671K and bringing the position to 21,900 shares worth $6.04M. The position accounts for 0.03% of the portfolio, ranked #396.

Avantax Advisory Services first reported a position in CME in Q1 2019 and has held it in 26 quarters since. 1,660 funds tracked by Wall St. Rank hold CME as of Q2 2025.

Avantax Advisory Services held 21,900 shares of CME Group worth $6.04M as of Q2 2025.
Avantax Advisory Services bought 2,469 CME Group shares in Q2 2025, an estimated $671K.
CME Group made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #396 holding.
Avantax Advisory Services first reported a position in CME Group in Q1 2019 and has held it in 26 quarters since.
1,660 funds tracked by Wall St. Rank held CME Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.