U.S. Capital Wealth Advisors’s CME Group CME Stock Holding History

U.S. Capital 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	$13.1M	Buy	44,282 +592	+1%	+$176K	0.33%	65
2025 Q4	$11.9M	Buy	43,690 +2,708	+7%	+$736K	0.31%	73
2025 Q3	$11.1M	Buy	40,982 +675	+2%	+$184K	0.3%	80
2025 Q2	$11.1M	Buy	40,307 +1,500	+4%	+$408K	0.32%	73
2025 Q1	$10.3M	Buy	38,807 +1,587	+4%	+$391K	0.32%	73
2024 Q4	$8.64M	Sell	37,220 -1,262	-3%	-$290K	0.27%	76
2024 Q3	$8.49M	Buy	38,482 +4,851	+14%	+$1M	0.3%	77
2024 Q2	$6.61M	Buy	33,631 +31,090	+1,224%	+$6.42M	0.25%	94
2024 Q1	$547K	Sell	2,541 -11	-0.4%	-$2.31K	0.02%	451
2023 Q4	$537K	Buy	2,552 +901	+55%	+$192K	0.02%	440
2023 Q3	$331K	Buy	1,651 +181	+12%	+$36K	0.01%	503
2023 Q2	$272K	Sell	1,470 -575	-28%	-$106K	0.01%	558
2023 Q1	$392K	Buy	2,045 +357	+21%	+$64.6K	0.02%	486
2022 Q4	$284K	Buy	1,688 +318	+23%	+$55.3K	0.01%	544
2022 Q3	$243K	Sell	1,370 -15	-1%	-$2.96K	0.01%	556
2022 Q2	$284K	Hold	1,385	–	–	0.01%	566
2022 Q1	$329K	Hold	1,385	–	–	0.01%	586
2021 Q4	$316K	Buy	1,385 +269	+24%	+$59.2K	0.01%	590
2021 Q3	$216K	Buy	+1,116	New	+$226K	0.01%	676

Other funds holding CME

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

U.S. Capital Wealth Advisors's CME Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its CME Group (CME) stake by 1.4% in Q1 2026, buying an estimated $176K and bringing the position to 44,282 shares worth $13.1M. The position accounts for 0.33% of the portfolio, ranked #65.

U.S. Capital Wealth Advisors first reported a position in CME in Q3 2021 and has held it in 19 quarters since. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

U.S. Capital Wealth Advisors held 44,282 shares of CME Group worth $13.1M as of Q1 2026.
U.S. Capital Wealth Advisors bought 592 CME Group shares in Q1 2026, an estimated $176K.
CME Group made up 0.33% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #65 holding.
U.S. Capital Wealth Advisors first reported a position in CME Group in Q3 2021 and has held it in 19 quarters since.
1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.