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Poinciana Advisors Group’s CME Group CME Stock Holding History

Poinciana Advisors Group’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 		– Sell
-1,005
Closed -$297K – 123
2026
Q1 		$297K Hold
1,005
– – 0.23% 76
2025
Q4 		$274K Sell
1,005
-6
-0.6% -$1.63K 0.22% 85
2025
Q3 		$273K Sell
1,011
-5
-0.5% -$1.36K 0.23% 81
2025
Q2 		$280K Buy
1,016
+11
+1% +$2.99K 0.25% 78
2025
Q1 		$267K Sell
1,005
-762
-43% -$188K 0.28% 62
2024
Q4 		$410K Buy
+1,767
New +$406K 0.42% 33

Other funds holding CME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Poinciana Advisors Group's CME Position: Q2 2026 in Review

Poinciana Advisors Group sold out of CME Group (CME) in Q2 2026, closing a stake of 1,005 shares — an estimated $297K sold.

Poinciana Advisors Group first reported a position in CME in Q4 2024 and held it in 6 quarters. The position peaked at $410K in Q4 2024. 956 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Poinciana Advisors Group reported no remaining CME Group position as of Q2 2026 after selling out during the quarter.
  • Poinciana Advisors Group sold 1,005 CME Group shares in Q2 2026, an estimated $297K.
  • Poinciana Advisors Group first reported a position in CME Group in Q4 2024 and held it in 6 quarters.
  • Poinciana Advisors Group's CME Group position peaked at $410K in Q4 2024.
  • 956 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.