SOA Wealth Advisors’s CME Group CME Stock Holding History

SOA 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	$1.04K	Sell	4 -32	-89%	-$9.51K	﹤0.01%	747
2025 Q4	$9.95K	Hold	36	–	–	﹤0.01%	596
2025 Q3	$9.85K	Hold	36	–	–	﹤0.01%	610
2025 Q2	$10K	Hold	36	–	–	﹤0.01%	599
2025 Q1	$9.66K	Hold	36	–	–	﹤0.01%	563
2024 Q4	$8.43K	Hold	36	–	–	﹤0.01%	565
2024 Q3	$8.01K	Hold	36	–	–	﹤0.01%	562
2024 Q2	$7.13K	Sell	36 -2	-5%	-$413	﹤0.01%	573
2024 Q1	$8.23K	Hold	38	–	–	﹤0.01%	562
2023 Q4	$8.04K	Buy	38 +33	+660%	+$7.04K	﹤0.01%	553
2023 Q3	$1.03K	Hold	5	–	–	﹤0.01%	771
2023 Q2	$949	Hold	5	–	–	﹤0.01%	787
2023 Q1	$977	Hold	5	–	–	﹤0.01%	793
2022 Q4	$855	Sell	5 -1	-17%	-$174	﹤0.01%	806
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	752
2022 Q2	$1K	Sell	6 -102	-94%	-$21.6K	﹤0.01%	741
2022 Q1	$25K	Hold	108	–	–	0.01%	417
2021 Q4	$24K	Hold	108	–	–	0.01%	414
2021 Q3	$20K	Buy	108 +2	+2%	+$405	0.01%	452
2021 Q2	$22K	Buy	106 +48	+83%	+$10.1K	0.01%	442
2021 Q1	$11K	Sell	58 -3	-5%	-$591	﹤0.01%	494
2020 Q4	$11K	Buy	+61	New	+$10.4K	﹤0.01%	490

Other funds holding CME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

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