ISWM
CME icon

Independent Solutions Wealth Management’s CME Group CME Stock Holding History

Independent Solutions Wealth Management’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 		$1.39M Buy
6,299
+341
+6% +$94.3K 0.18% 116
2026
Q1 		$1.76M Buy
5,958
+566
+10% +$168K 0.26% 98
2025
Q4 		$1.47M Buy
5,392
+211
+4% +$57.3K 0.27% 101
2025
Q3 		$1.4M Buy
5,181
+315
+6% +$85.7K 0.25% 99
2025
Q2 		$1.34M Buy
+4,866
New +$1.32M 0.26% 99

Other funds holding CME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Solutions Wealth Management's CME Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its CME Group (CME) stake by 5.7% in Q2 2026, buying an estimated $94.3K and bringing the position to 6,299 shares worth $1.39M. The position accounts for 0.18% of the portfolio, ranked #116.

Independent Solutions Wealth Management first reported a position in CME in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.76M in Q1 2026. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Independent Solutions Wealth Management held 6,299 shares of CME Group worth $1.39M as of Q2 2026.
  • Independent Solutions Wealth Management bought 341 CME Group shares in Q2 2026, an estimated $94.3K.
  • CME Group made up 0.18% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Independent Solutions Wealth Management first reported a position in CME Group in Q2 2025 and has held it in 5 quarters since.
  • Independent Solutions Wealth Management's CME Group position peaked at $1.76M in Q1 2026.
  • 1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.