Dynamic Wealth Strategies’s CME Group CME Stock Holding History

Dynamic Wealth Strategies’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	$214K	Hold	815	–	–	0.11%	77
2026 Q2	$180K	Sell	815 -68	-8%	-$18.8K	0.1%	87
2026 Q1	$261K	Sell	883 -330	-27%	-$98K	0.15%	67
2025 Q4	$331K	Buy	1,213 +291	+32%	+$79.1K	0.2%	60
2025 Q3	$249K	Buy	922 +75	+9%	+$20.4K	0.17%	62
2025 Q2	$233K	Sell	847 -28	-3%	-$7.61K	0.17%	57
2025 Q1	$232K	Buy	875 +6	+0.7%	+$1.48K	0.19%	60
2024 Q4	$202K	Sell	869 -8	-0.9%	-$1.84K	0.18%	63
2024 Q3	$194K	Sell	877 -12	-1%	-$2.48K	0.16%	66
2024 Q2	$175K	Buy	889 +19	+2%	+$3.93K	0.15%	72
2024 Q1	$187K	Buy	870 +63	+8%	+$13.2K	0.16%	66
2023 Q4	$170K	Buy	+807	New	+$172K	0.16%	68

Other funds holding CME

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Dynamic Wealth Strategies's CME Position: Q3 2026 in Review

Dynamic Wealth Strategies held its CME Group (CME) position steady in Q3 2026 at 815 shares worth $214K. The position accounts for 0.11% of the portfolio, ranked #77.

Dynamic Wealth Strategies first reported a position in CME in Q4 2023 and has held it in 12 quarters since. The position peaked at $331K in Q4 2025. 424 funds tracked by Wall St. Rank hold CME as of Q3 2026.

Dynamic Wealth Strategies held 815 shares of CME Group worth $214K as of Q3 2026.
Dynamic Wealth Strategies left its CME Group share count unchanged in Q3 2026.
CME Group made up 0.11% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #77 holding.
Dynamic Wealth Strategies first reported a position in CME Group in Q4 2023 and has held it in 12 quarters since.
Dynamic Wealth Strategies's CME Group position peaked at $331K in Q4 2025.
424 funds tracked by Wall St. Rank held CME Group as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.