IBEX Wealth Advisors’s CME Group CME Stock Holding History

IBEX Wealth Advisors’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 Q1	$10.3M	Buy	34,741 +2,247	+7%	+$667K	0.96%	30
2025 Q4	$8.87M	Sell	32,494 -672	-2%	-$183K	0.87%	33
2025 Q3	$8.96M	Sell	33,166 -2,362	-7%	-$643K	0.86%	28
2025 Q2	$9.79M	Buy	35,528 +13,196	+59%	+$3.59M	1.04%	29
2025 Q1	$5.92M	Buy	+22,332	New	+$5.51M	0.78%	46
2019 Q3	–	Sell	-788	Closed	-$152K	–	133
2019 Q2	$152K	Buy	+788	New	+$145K	0.04%	146
2019 Q1	–	Sell	-17,762	Closed	-$3.34M	–	99
2018 Q4	$3.34M	Sell	17,762 -379	-2%	-$70K	1.53%	22
2018 Q3	$3.16M	Buy	18,141 +1,294	+8%	+$218K	1.13%	38
2018 Q2	$2.66M	Hold	16,847	–	–	1.06%	43
2018 Q1	$2.66M	Buy	+16,847	New	+$2.68M	1.08%	42

Other funds holding CME

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

IBEX Wealth Advisors's CME Position: Q1 2026 in Review

IBEX Wealth Advisors increased its CME Group (CME) stake by 6.9% in Q1 2026, buying an estimated $667K and bringing the position to 34,741 shares worth $10.3M. The position accounts for 0.96% of the portfolio, ranked #30.

IBEX Wealth Advisors first reported a position in CME in Q1 2018 and has held it in 10 quarters since. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

IBEX Wealth Advisors held 34,741 shares of CME Group worth $10.3M as of Q1 2026.
IBEX Wealth Advisors bought 2,247 CME Group shares in Q1 2026, an estimated $667K.
CME Group made up 0.96% of IBEX Wealth Advisors's portfolio in Q1 2026, its #30 holding.
IBEX Wealth Advisors first reported a position in CME Group in Q1 2018 and has held it in 10 quarters since.
1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.