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

AE 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 		$526K Buy
1,873
+317
+20% +$88.3K ﹤0.01% 1087
2025
Q4 		$391K Buy
+1,556
New +$387K ﹤0.01% 1180
2024
Q1 		– Sell
-20,030
Closed -$3.73M – 1273
2023
Q4 		$3.73M Buy
20,030
+8,587
+75% +$1.47M 0.02% 687
2023
Q3 		$1.79M Buy
11,443
+307
+3% +$45.2K 0.01% 891
2023
Q2 		$1.54M Buy
11,136
+1,542
+16% +$210K 0.01% 930
2023
Q1 		$1.29M Sell
9,594
-5,862
-38% -$736K 0.01% 951
2022
Q4 		$1.94M Buy
15,456
+6,944
+82% +$857K 0.01% 764
2022
Q3 		$999K Buy
8,512
+341
+4% +$41K 0.01% 935
2022
Q2 		$925K Sell
8,171
-5,130
-39% -$576K 0.01% 914
2022
Q1 		$1.52M Buy
13,301
+4,862
+58% +$576K 0.01% 780
2021
Q4 		$1.1M Buy
8,439
+260
+3% +$33.5K 0.01% 899
2021
Q3 		$1.01M Buy
8,179
+775
+10% +$94.7K 0.01% 865
2021
Q2 		$881K Buy
7,404
+196
+3% +$21.5K 0.01% 886
2021
Q1 		$711K Buy
7,208
+585
+9% +$57.1K 0.01% 882
2020
Q4 		$617K Buy
6,623
+1,500
+29% +$131K 0.01% 885
2020
Q3 		$449K Buy
+5,123
New +$461K 0.01% 913
2020
Q2 		– Sell
-8,107
Closed -$724K – 1270
2020
Q1 		$724K Buy
+8,107
New +$907K 0.02% 566

Other funds holding CBOE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

AE Wealth Management increased its Cboe Global Markets (CBOE) stake by 20% in Q1 2026, buying an estimated $88.3K and bringing the position to 1,873 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

AE Wealth Management first reported a position in CBOE in Q1 2020 and has held it in 17 quarters since. The position peaked at $3.73M in Q4 2023. 980 funds tracked by Wall St. Rank hold CBOE as of Q1 2026.

  • AE Wealth Management held 1,873 shares of Cboe Global Markets worth $526K as of Q1 2026.
  • AE Wealth Management bought 317 Cboe Global Markets shares in Q1 2026, an estimated $88.3K.
  • Cboe Global Markets made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1087 holding.
  • AE Wealth Management first reported a position in Cboe Global Markets in Q1 2020 and has held it in 17 quarters since.
  • AE Wealth Management's Cboe Global Markets position peaked at $3.73M in Q4 2023.
  • 980 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2026.

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