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Elevation Wealth Partners’s CME Group CME Stock Holding History

Elevation Wealth Partners’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 		$17.3K Sell
66
-10
-13% -$2.64K ﹤0.01% 727
2026
Q2 		$16.8K Buy
76
+29
+62% +$8.02K 0.01% 646
2026
Q1 		$13.9K Sell
47
-22
-32% -$6.54K 0.01% 451
2025
Q4 		$18.8K Buy
69
+33
+92% +$8.97K 0.01% 383
2025
Q3 		$9.73K Buy
36
+11
+44% +$2.99K ﹤0.01% 390
2025
Q2 		$6.89K Hold
25
– – ﹤0.01% 388
2025
Q1 		$6.63K Hold
25
– – ﹤0.01% 391
2024
Q4 		$5.81K Hold
25
– – ﹤0.01% 403
2024
Q3 		$5.52K Hold
25
– – ﹤0.01% 388
2024
Q2 		$4.92K Sell
25
-1
-4% -$207 ﹤0.01% 385
2024
Q1 		$5.6K Buy
26
+1
+4% +$210 ﹤0.01% 386
2023
Q4 		$5.01K Hold
25
– – ﹤0.01% 365
2023
Q3 		$5.01K Hold
25
– – ﹤0.01% 274
2023
Q2 		$4.63K Hold
25
– – ﹤0.01% 283
2023
Q1 		$4.79K Buy
+25
New +$4.52K ﹤0.01% 289

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

Elevation Wealth Partners's CME Position: Q3 2026 in Review

Elevation Wealth Partners reduced its CME Group (CME) stake by 13% in Q3 2026, selling an estimated $2.64K and leaving 66 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Elevation Wealth Partners first reported a position in CME in Q1 2023 and has held it in 15 quarters since. The position peaked at $18.8K in Q4 2025. 59 funds tracked by Wall St. Rank hold CME as of Q3 2026.

  • Elevation Wealth Partners held 66 shares of CME Group worth $17.3K as of Q3 2026.
  • Elevation Wealth Partners sold 10 CME Group shares in Q3 2026, an estimated $2.64K.
  • CME Group made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #727 holding.
  • Elevation Wealth Partners first reported a position in CME Group in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's CME Group position peaked at $18.8K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held CME Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.