IWN
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Independent Wealth Network’s CME Group CME Stock Holding History

Independent Wealth Network’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 		$747K Sell
3,385
-6
-0.2% -$1.66K 0.19% 136
2026
Q1 		$1M Buy
3,391
+4
+0.1% +$1.19K 0.3% 95
2025
Q4 		$925K Buy
3,387
+701
+26% +$190K 0.28% 90
2025
Q3 		$726K Buy
2,686
+6
+0.2% +$1.63K 0.23% 108
2025
Q2 		$739K Sell
2,680
-7
-0.3% -$1.9K 0.27% 89
2025
Q1 		$713K Buy
2,687
+4
+0.1% +$987 0.28% 84
2024
Q4 		$623K Buy
2,683
+54
+2% +$12.4K 0.25% 92
2024
Q3 		$580K Buy
2,629
+3
+0.1% +$621 0.26% 107
2024
Q2 		$516K Buy
2,626
+11
+0.4% +$2.27K 0.24% 109
2024
Q1 		$563K Buy
2,615
+46
+2% +$9.66K 0.26% 101
2023
Q4 		$541K Buy
2,569
+628
+32% +$134K 0.28% 94
2023
Q3 		$389K Buy
1,941
+75
+4% +$14.9K 0.24% 109
2023
Q2 		$346K Sell
1,866
-43
-2% -$7.95K 0.21% 126
2023
Q1 		$366K Sell
1,909
-17
-0.9% -$3.07K 0.23% 107
2022
Q4 		$324K Buy
1,926
+10
+0.5% +$1.74K 0.22% 116
2022
Q3 		$339K Sell
1,916
-72
-4% -$14.2K 0.26% 104
2022
Q2 		$407K Sell
1,988
-20
-1% -$4.24K 0.29% 92
2022
Q1 		$478K Hold
2,008
– – 0.3% 91
2021
Q4 		$459K Buy
2,008
+6
+0.3% +$1.32K 0.28% 98
2021
Q3 		$441K Buy
+2,002
New +$406K 0.29% 103

Other funds holding CME

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Independent Wealth Network's CME Position: Q2 2026 in Review

Independent Wealth Network reduced its CME Group (CME) stake by 0.18% in Q2 2026, selling an estimated $1.66K and leaving 3,385 shares worth $747K. The position accounts for 0.19% of the portfolio, ranked #136.

Independent Wealth Network first reported a position in CME in Q3 2021 and has held it in 20 quarters since. The position peaked at $1M in Q1 2026. 368 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Independent Wealth Network held 3,385 shares of CME Group worth $747K as of Q2 2026.
  • Independent Wealth Network sold 6 CME Group shares in Q2 2026, an estimated $1.66K.
  • CME Group made up 0.19% of Independent Wealth Network's portfolio in Q2 2026, its #136 holding.
  • Independent Wealth Network first reported a position in CME Group in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's CME Group position peaked at $1M in Q1 2026.
  • 368 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.