Valeo Financial Advisors’s CME Group CME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$635K Sell
2,875
-268
-9% -$74.1K 0.01% 391
2026
Q1
$928K Sell
3,143
-982
-24% -$292K 0.02% 285
2025
Q4
$1.13M Buy
4,125
+277
+7% +$75.3K 0.03% 279
2025
Q3
$1.04M Sell
3,848
-546
-12% -$149K 0.02% 292
2025
Q2
$1.21M Buy
4,394
+643
+17% +$175K 0.03% 254
2025
Q1
$995K Buy
3,751
+1,942
+107% +$479K 0.03% 263
2024
Q4
$420K Sell
1,809
-117
-6% -$26.9K 0.01% 451
2024
Q3
$425K Buy
1,926
+68
+4% +$14.1K 0.01% 448
2024
Q2
$365K Sell
1,858
-77
-4% -$15.9K 0.01% 467
2024
Q1
$411K Sell
1,935
-81
-4% -$17K 0.01% 427
2023
Q4
$425K Sell
2,016
-70
-3% -$14.9K 0.02% 403
2023
Q3
$418K Buy
2,086
+325
+18% +$64.6K 0.02% 378
2023
Q2
$326K Sell
1,761
-58
-3% -$10.7K 0.01% 413
2023
Q1
$348K Buy
1,819
+179
+11% +$32.4K 0.02% 402
2022
Q4
$276K Sell
1,640
-256
-14% -$44.5K 0.02% 411
2022
Q3
$336K Buy
+1,896
New +$375K 0.02% 316
2022
Q2
Sell
-1,734
Closed -$412K 541
2022
Q1
$412K Buy
1,734
+785
+83% +$184K 0.02% 372
2021
Q4
$217K Buy
+949
New +$209K 0.01% 498
2021
Q2
Sell
-465
Closed -$95K 755
2021
Q1
$95K Buy
465
+35
+8% +$6.89K ﹤0.01% 643
2020
Q4
$78K Sell
430
-128
-23% -$21.8K ﹤0.01% 640
2020
Q3
$93K Sell
558
-324
-37% -$54.6K 0.01% 486
2020
Q2
$143K Buy
882
+76
+9% +$13.6K 0.01% 393
2020
Q1
$151K Buy
806
+472
+141% +$93.9K 0.02% 340
2019
Q4
$67K Sell
334
-89
-21% -$18.3K 0.01% 550
2019
Q3
$89K Sell
423
-40
-9% -$8.36K 0.01% 459
2019
Q2
$90K Sell
463
-187
-29% -$34.5K 0.01% 455
2019
Q1
$107K Sell
650
-410
-39% -$72.5K 0.01% 398
2018
Q4
$199K Sell
1,060
-163
-13% -$30.1K 0.03% 256
2018
Q3
$224K Sell
1,223
-469
-28% -$79K 0.03% 260
2018
Q2
$277K Sell
1,692
-20
-1% -$3.27K 0.04% 241
2018
Q1
$277K Buy
1,712
+152
+10% +$24.2K 0.04% 214
2017
Q4
$228K Buy
1,560
+648
+71% +$92.3K 0.04% 228
2017
Q3
$124K Buy
+912
New +$115K 0.03% 262

Other funds holding CME

Valeo Financial Advisors's CME Position: Q2 2026 in Review

Valeo Financial Advisors reduced its CME Group (CME) stake by 8.5% in Q2 2026, selling an estimated $74.1K and leaving 2,875 shares worth $635K. The position accounts for 0.01% of the portfolio, ranked #391.

Valeo Financial Advisors first reported a position in CME in Q3 2017 and has held it in 33 quarters since. The position peaked at $1.21M in Q2 2025. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Valeo Financial Advisors held 2,875 shares of CME Group worth $635K as of Q2 2026.
  • Valeo Financial Advisors sold 268 CME Group shares in Q2 2026, an estimated $74.1K.
  • CME Group made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #391 holding.
  • Valeo Financial Advisors first reported a position in CME Group in Q3 2017 and has held it in 33 quarters since.
  • Valeo Financial Advisors's CME Group position peaked at $1.21M in Q2 2025.
  • 1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.