Simplicity Wealth’s CME Group CME Stock Holding History

Simplicity Wealth’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	$397K	Sell	1,796 -617	-26%	-$171K	0.01%	723
2026 Q1	$713K	Buy	2,413 +584	+32%	+$173K	0.04%	366
2025 Q4	$500K	Buy	1,829 +839	+85%	+$228K	0.03%	426
2025 Q3	$268K	Sell	990 -1,184	-54%	-$322K	0.02%	592
2025 Q2	$599K	Buy	2,174 +1,268	+140%	+$345K	0.03%	415
2025 Q1	$240K	Sell	906 -292	-24%	-$72K	0.02%	477
2024 Q4	$278K	Buy	1,198 +141	+13%	+$32.4K	0.06%	250
2024 Q3	$233K	Sell	1,057 -14,042	-93%	-$2.91M	0.02%	441
2024 Q2	$2.97M	Buy	15,099 +2,084	+16%	+$431K	0.07%	277
2024 Q1	$2.8M	Buy	+13,015	New	+$2.73M	0.07%	283

Other funds holding CME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

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) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Simplicity Wealth's CME Position: Q2 2026 in Review

Simplicity Wealth reduced its CME Group (CME) stake by 26% in Q2 2026, selling an estimated $171K and leaving 1,796 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #723.

Simplicity Wealth first reported a position in CME in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.97M in Q2 2024. 1,063 funds tracked by Wall St. Rank hold CME as of Q2 2026.

Simplicity Wealth held 1,796 shares of CME Group worth $397K as of Q2 2026.
Simplicity Wealth sold 617 CME Group shares in Q2 2026, an estimated $171K.
CME Group made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #723 holding.
Simplicity Wealth first reported a position in CME Group in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's CME Group position peaked at $2.97M in Q2 2024.
1,063 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.