AWM
CBOE icon

Adams Wealth Management’s Cboe Global Markets CBOE Stock Holding History

Adams Wealth Management’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-854
Closed -$216K – 153
2025
Q4 		$216K Hold
854
– – 0.05% 164
2025
Q3 		$209K Buy
+854
New +$205K 0.04% 171

Other funds holding CBOE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Adams Wealth Management's CBOE Position: Q1 2026 in Review

Adams Wealth Management sold out of Cboe Global Markets (CBOE) in Q1 2026, closing a stake of 854 shares — an estimated $216K sold.

Adams Wealth Management first reported a position in CBOE in Q3 2025 and held it in 2 quarters. The position peaked at $216K in Q4 2025. 987 funds tracked by Wall St. Rank hold CBOE as of Q1 2026.

  • Adams Wealth Management reported no remaining Cboe Global Markets position as of Q1 2026 after selling out during the quarter.
  • Adams Wealth Management sold 854 Cboe Global Markets shares in Q1 2026, an estimated $216K.
  • Adams Wealth Management first reported a position in Cboe Global Markets in Q3 2025 and held it in 2 quarters.
  • Adams Wealth Management's Cboe Global Markets position peaked at $216K in Q4 2025.
  • 987 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.