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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
Q2 		$761K Sell
3,444
-48
-1% -$13.3K 0.41% 66
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 $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

Invera Wealth Advisors's CME Position: Q2 2026 in Review

Invera Wealth Advisors reduced its CME Group (CME) stake by 1.4% in Q2 2026, selling an estimated $13.3K and leaving 3,444 shares worth $761K. The position accounts for 0.41% of the portfolio, ranked #66.

Invera Wealth Advisors first reported a position in CME in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q1 2026. 1,705 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Invera Wealth Advisors held 3,444 shares of CME Group worth $761K as of Q2 2026.
  • Invera Wealth Advisors sold 48 CME Group shares in Q2 2026, an estimated $13.3K.
  • CME Group made up 0.41% of Invera Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Invera Wealth Advisors first reported a position in CME Group in Q4 2023 and has held it in 11 quarters since.
  • Invera Wealth Advisors's CME Group position peaked at $1.03M in Q1 2026.
  • 1,705 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.