Institute for Wealth Management’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.92M | Sell |
8,700
-12
| -0.1% | -$3.32K | 0.17% | 119 |
|
|
2026
Q1 | $2.57M | Sell |
8,712
-30
| -0.3% | -$8.91K | 0.27% | 81 |
|
|
2025
Q4 | $2.39M | Buy |
8,742
+10
| +0.1% | +$2.72K | 0.25% | 81 |
|
|
2025
Q3 | $2.36M | Sell |
8,732
-345
| -4% | -$93.9K | 0.25% | 85 |
|
|
2025
Q2 | $2.5M | Sell |
9,077
-198
| -2% | -$53.8K | 0.28% | 76 |
|
|
2025
Q1 | $2.46M | Buy |
9,275
+22
| +0.2% | +$5.43K | 0.32% | 70 |
|
|
2024
Q4 | $2.15M | Sell |
9,253
-19
| -0.2% | -$4.37K | 0.27% | 77 |
|
|
2024
Q3 | $2.05M | Sell |
9,272
-65
| -0.7% | -$13.4K | 0.26% | 86 |
|
|
2024
Q2 | $1.84M | Sell |
9,337
-6
| -0.1% | -$1.24K | 0.25% | 87 |
|
|
2024
Q1 | $2.01M | Sell |
9,343
-14
| -0.1% | -$2.94K | 0.26% | 78 |
|
|
2023
Q4 | $1.97M | Sell |
9,357
-37
| -0.4% | -$7.89K | 0.32% | 74 |
|
|
2023
Q3 | $1.88M | Sell |
9,394
-58
| -0.6% | -$11.5K | 0.34% | 73 |
|
|
2023
Q2 | $1.75M | Sell |
9,452
-11
| -0.1% | -$2.03K | 0.3% | 83 |
|
|
2023
Q1 | $1.81M | Sell |
9,463
-263
| -3% | -$47.6K | 0.35% | 71 |
|
|
2022
Q4 | $1.64M | Buy |
9,726
+69
| +0.7% | +$12K | 0.34% | 74 |
|
|
2022
Q3 | $1.71M | Buy |
9,657
+35
| +0.4% | +$6.92K | 0.38% | 61 |
|
|
2022
Q2 | $1.97M | Buy |
9,622
+203
| +2% | +$43K | 0.39% | 59 |
|
|
2022
Q1 | $2.24M | Sell |
9,419
-21
| -0.2% | -$4.93K | 0.36% | 62 |
|
|
2021
Q4 | $2.16M | Buy |
9,440
+312
| +3% | +$68.7K | 0.35% | 66 |
|
|
2021
Q3 | $1.76M | Buy |
9,128
+867
| +10% | +$176K | 0.31% | 79 |
|
|
2021
Q2 | $1.76M | Sell |
8,261
-131
| -2% | -$27.7K | 0.31% | 81 |
|
|
2021
Q1 | $1.71M | Buy |
8,392
+26
| +0.3% | +$5.12K | 0.33% | 78 |
|
|
2020
Q4 | $1.52M | Sell |
8,366
-36
| -0.4% | -$6.12K | 0.3% | 83 |
|
|
2020
Q3 | $1.41M | Sell |
8,402
-70
| -0.8% | -$11.8K | 0.32% | 80 |
|
|
2020
Q2 | $1.38M | Buy |
8,472
+22
| +0.3% | +$3.94K | 0.34% | 77 |
|
|
2020
Q1 | $1.46M | Sell |
8,450
-182
| -2% | -$36.2K | 0.45% | 52 |
|
|
2019
Q4 | $1.73M | Sell |
8,632
-145
| -2% | -$29.7K | 0.39% | 55 |
|
|
2019
Q3 | $1.85M | Hold |
8,777
| – | – | 0.47% | 47 |
|
|
2019
Q2 | $1.7M | Buy |
8,777
+57
| +0.7% | +$10.5K | 0.38% | 61 |
|
|
2019
Q1 | $1.44M | Sell |
8,720
-462
| -5% | -$81.7K | 0.31% | 76 |
|
|
2018
Q4 | $1.73M | Buy |
+9,182
| New | +$1.7M | 0.71% | 36 |
|
Other funds holding CME
Institute for Wealth Management's CME Position: Q2 2026 in Review
Institute for Wealth Management reduced its CME Group (CME) stake by 0.14% in Q2 2026, selling an estimated $3.32K and leaving 8,700 shares worth $1.92M. The position accounts for 0.17% of the portfolio, ranked #119.
Institute for Wealth Management first reported a position in CME in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.57M in Q1 2026. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.
- Institute for Wealth Management held 8,700 shares of CME Group worth $1.92M as of Q2 2026.
- Institute for Wealth Management sold 12 CME Group shares in Q2 2026, an estimated $3.32K.
- CME Group made up 0.17% of Institute for Wealth Management's portfolio in Q2 2026, its #119 holding.
- Institute for Wealth Management first reported a position in CME Group in Q4 2018 and has held it in 31 quarters since.
- Institute for Wealth Management's CME Group position peaked at $2.57M in Q1 2026.
- 1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.