AWE
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Avidian Wealth Enterprises’s CME Group CME Stock Holding History

Avidian Wealth Enterprises’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
2026
Q3 		$1.77M Buy
6,746
+221
+3% +$58.3K 0.05% 234
2026
Q2 		$1.44M Buy
6,525
+550
+9% +$152K 0.04% 260
2026
Q1 		$1.76M Buy
5,975
+4,077
+215% +$1.21M 0.06% 212
2025
Q4 		$518K Sell
1,898
-83
-4% -$22.6K 0.02% 366
2025
Q3 		$535K Buy
1,981
+158
+9% +$43K 0.02% 354
2025
Q2 		$503K Sell
1,823
-102
-5% -$27.7K 0.02% 332
2025
Q1 		$511K Buy
1,925
+156
+9% +$38.5K 0.02% 307
2024
Q4 		$411K Buy
1,769
+45
+3% +$10.3K 0.02% 339
2024
Q3 		$380K Sell
1,724
-134
-7% -$27.7K 0.02% 354
2024
Q2 		$365K Buy
1,858
+40
+2% +$8.26K 0.02% 355
2024
Q1 		$391K Buy
1,818
+137
+8% +$28.8K 0.02% 308
2023
Q4 		$354K Sell
1,681
-544
-24% -$116K 0.02% 315
2023
Q3 		$446K Buy
2,225
+4
+0.2% +$795 0.03% 272
2023
Q2 		$412K Buy
2,221
+90
+4% +$16.6K 0.03% 297
2023
Q1 		$408K Sell
2,131
-349
-14% -$63.1K 0.02% 327
2022
Q4 		$417K Buy
+2,480
New +$431K 0.03% 302

Other funds holding CME

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Avidian Wealth Enterprises's CME Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its CME Group (CME) stake by 3.4% in Q3 2026, buying an estimated $58.3K and bringing the position to 6,746 shares worth $1.77M. The position accounts for 0.05% of the portfolio, ranked #234.

Avidian Wealth Enterprises first reported a position in CME in Q4 2022 and has held it in 16 quarters since. 59 funds tracked by Wall St. Rank hold CME as of Q3 2026.

  • Avidian Wealth Enterprises held 6,746 shares of CME Group worth $1.77M as of Q3 2026.
  • Avidian Wealth Enterprises bought 221 CME Group shares in Q3 2026, an estimated $58.3K.
  • CME Group made up 0.05% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #234 holding.
  • Avidian Wealth Enterprises first reported a position in CME Group in Q4 2022 and has held it in 16 quarters since.
  • 59 funds tracked by Wall St. Rank held CME Group as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.