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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s CME Group CME Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q1 		– Sell
-70
Closed -$16.3K – 490
2024
Q4 		$16.3K Buy
+70
New +$16.1K 0.01% 344
2024
Q3 		– Sell
-190
Closed -$37.4K – 386
2024
Q2 		$37.4K Hold
190
– – 0.02% 225
2024
Q1 		$40.9K Hold
190
– – 0.03% 212
2023
Q4 		$40K Buy
+190
New +$40.5K 0.03% 197

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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CME Position: Q1 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of CME Group (CME) in Q1 2025, closing a stake of 70 shares — an estimated $16.3K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CME in Q4 2023 and held it in 4 quarters. The position peaked at $40.9K in Q1 2024. 1,597 funds tracked by Wall St. Rank hold CME as of Q1 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining CME Group position as of Q1 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 70 CME Group shares in Q1 2025, an estimated $16.3K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CME Group in Q4 2023 and held it in 4 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CME Group position peaked at $40.9K in Q1 2024.
  • 1,597 funds tracked by Wall St. Rank held CME Group as of Q1 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2025, filed 7 Aug 2026.