IAA
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Independent Advisor Alliance’s CME Group CME Stock Holding History

Independent Advisor Alliance’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 		$1.02M Sell
3,443
-190
-5% -$56.4K 0.01% 828
2025
Q4 		$992K Buy
3,633
+91
+3% +$24.7K 0.02% 474
2025
Q3 		$957K Sell
3,542
-6,136
-63% -$1.67M 0.02% 451
2025
Q2 		$2.67M Sell
9,678
-89
-0.9% -$24.2K 0.08% 219
2025
Q1 		$2.59M Buy
9,767
+940
+11% +$232K 0.09% 218
2024
Q4 		$2.05M Buy
8,827
+1,692
+24% +$389K 0.03% 506
2024
Q3 		$1.57M Buy
7,135
+175
+3% +$36.2K 0.06% 256
2024
Q2 		$1.37M Buy
6,960
+1,368
+24% +$283K 0.05% 276
2024
Q1 		$1.2M Buy
5,592
+2,203
+65% +$463K 0.04% 290
2023
Q4 		$714K Buy
+3,389
New +$723K 0.03% 364
2023
Q2 		– Sell
-1,146
Closed -$220K – 676
2023
Q1 		$220K Buy
+1,146
New +$207K 0.01% 591
2019
Q4 		– Sell
-1,363
Closed -$288K – 893
2019
Q3 		$288K Hold
1,363
– – 0.04% 344
2019
Q2 		$265K Sell
1,363
-584
-30% -$108K 0.04% 321
2019
Q1 		$321K Buy
1,947
+108
+6% +$19.1K 0.05% 301
2018
Q4 		$346K Buy
1,839
+330
+22% +$60.9K 0.06% 262
2018
Q3 		$208K Buy
+1,509
New +$254K 0.04% 343

Other funds holding CME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Independent Advisor Alliance's CME Position: Q1 2026 in Review

Independent Advisor Alliance reduced its CME Group (CME) stake by 5.2% in Q1 2026, selling an estimated $56.4K and leaving 3,443 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #828.

Independent Advisor Alliance first reported a position in CME in Q3 2018 and has held it in 16 quarters since. The position peaked at $2.67M in Q2 2025. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Independent Advisor Alliance held 3,443 shares of CME Group worth $1.02M as of Q1 2026.
  • Independent Advisor Alliance sold 190 CME Group shares in Q1 2026, an estimated $56.4K.
  • CME Group made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #828 holding.
  • Independent Advisor Alliance first reported a position in CME Group in Q3 2018 and has held it in 16 quarters since.
  • Independent Advisor Alliance's CME Group position peaked at $2.67M in Q2 2025.
  • 1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.