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Invera Wealth Advisors’s CME Group CME Stock Holding History

Invera 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
Q1 		$1.03M Sell
3,492
-46
-1% -$13.7K 0.66% 47
2025
Q4 		$966K Sell
3,538
-120
-3% -$32.6K 0.61% 50
2025
Q3 		$988K Sell
3,658
-27
-0.7% -$7.35K 0.61% 54
2025
Q2 		$1.02M Sell
3,685
-61
-2% -$16.6K 0.66% 49
2025
Q1 		$994K Sell
3,746
-147
-4% -$36.3K 0.64% 56
2024
Q4 		$909K Buy
3,893
+20
+0.5% +$4.6K 0.9% 29
2024
Q3 		$860K Buy
3,873
+88
+2% +$18.2K 0.85% 31
2024
Q2 		$741K Buy
3,785
+125
+3% +$25.8K 0.76% 32
2024
Q1 		$767K Sell
3,660
-77
-2% -$16.2K 0.65% 43
2023
Q4 		$787K Buy
+3,737
New +$797K 0.49% 65

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

Invera Wealth Advisors's CME Position: Q1 2026 in Review

Invera Wealth Advisors reduced its CME Group (CME) stake by 1.3% in Q1 2026, selling an estimated $13.7K and leaving 3,492 shares worth $1.03M. The position accounts for 0.66% of the portfolio, ranked #47.

Invera Wealth Advisors first reported a position in CME in Q4 2023 and has held it in 10 quarters since. 1,791 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Invera Wealth Advisors held 3,492 shares of CME Group worth $1.03M as of Q1 2026.
  • Invera Wealth Advisors sold 46 CME Group shares in Q1 2026, an estimated $13.7K.
  • CME Group made up 0.66% of Invera Wealth Advisors's portfolio in Q1 2026, its #47 holding.
  • Invera Wealth Advisors first reported a position in CME Group in Q4 2023 and has held it in 10 quarters since.
  • 1,791 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.