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 Q2	$7.89M	Buy	35,709 +968	+3%	+$268K	0.62%	54
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

IBEX Wealth Advisors's CME Position: Q2 2026 in Review

IBEX Wealth Advisors increased its CME Group (CME) stake by 2.8% in Q2 2026, buying an estimated $268K and bringing the position to 35,709 shares worth $7.89M. The position accounts for 0.62% of the portfolio, ranked #54.

IBEX Wealth Advisors first reported a position in CME in Q1 2018 and has held it in 11 quarters since. The position peaked at $10.3M in Q1 2026. 1,704 funds tracked by Wall St. Rank hold CME as of Q2 2026.

IBEX Wealth Advisors held 35,709 shares of CME Group worth $7.89M as of Q2 2026.
IBEX Wealth Advisors bought 968 CME Group shares in Q2 2026, an estimated $268K.
CME Group made up 0.62% of IBEX Wealth Advisors's portfolio in Q2 2026, its #54 holding.
IBEX Wealth Advisors first reported a position in CME Group in Q1 2018 and has held it in 11 quarters since.
IBEX Wealth Advisors's CME Group position peaked at $10.3M in Q1 2026.
1,704 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.