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 Q2	$261	Sell	1 -3	-75%	-$830	﹤0.01%	840
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

SOA Wealth Advisors reduced its CME Group (CME) stake by 75% in Q2 2026, selling an estimated $830 and leaving 1 share worth $261. The position accounts for ﹤0.01% of the portfolio, ranked #840.

SOA Wealth Advisors first reported a position in CME in Q4 2020 and has held it in 23 quarters since. The position peaked at $25K in Q1 2022. 1,703 funds tracked by Wall St. Rank hold CME as of Q2 2026.

SOA Wealth Advisors held 1 share of CME Group worth $261 as of Q2 2026.
SOA Wealth Advisors sold 3 CME Group shares in Q2 2026, an estimated $830.
CME Group made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #840 holding.
SOA Wealth Advisors first reported a position in CME Group in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's CME Group position peaked at $25K in Q1 2022.
1,703 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.