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Wealth Preservation Advisors’s CME Group CME Stock Holding History

Wealth Preservation 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 		– Sell
-281
Closed -$76.7K – 1053
2025
Q4 		$76.7K Hold
281
– – 0.04% 159
2025
Q3 		$75.9K Sell
281
-1
-0.4% -$272 0.04% 154
2025
Q2 		$77.7K Hold
282
– – 0.05% 152
2025
Q1 		$74.8K Buy
+282
New +$69.6K 0.05% 149

Other funds holding CME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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
VPM
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

Wealth Preservation Advisors's CME Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of CME Group (CME) in Q1 2026, closing a stake of 281 shares — an estimated $76.7K sold.

Wealth Preservation Advisors first reported a position in CME in Q1 2025 and held it in 4 quarters. The position peaked at $77.7K in Q2 2025. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining CME Group position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 281 CME Group shares in Q1 2026, an estimated $76.7K.
  • Wealth Preservation Advisors first reported a position in CME Group in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's CME Group position peaked at $77.7K in Q2 2025.
  • 1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.