Atria Wealth Solutions’s Cboe Global Markets CBOE Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$900K	Buy	3,862 +2,689	+229%	+$599K	0.02%	680
2025 Q1	$265K	Sell	1,173 -5,957	-84%	-$1.24M	﹤0.01%	1548
2024 Q4	$1.39M	Buy	7,130 +2,892	+68%	+$596K	0.02%	792
2024 Q3	$868K	Buy	4,238 +1,611	+61%	+$316K	0.01%	964
2024 Q2	$447K	Sell	2,627 -928	-26%	-$165K	﹤0.01%	1296
2024 Q1	$653K	Sell	3,555 -960	-21%	-$177K	0.01%	1122
2023 Q4	$806K	Buy	4,515 +3,013	+201%	+$516K	0.01%	965
2023 Q3	$235K	Buy	+1,502	New	+$221K	﹤0.01%	1580

Other funds holding CBOE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Atria Wealth Solutions's CBOE Position: Q2 2025 in Review

Atria Wealth Solutions increased its Cboe Global Markets (CBOE) stake by 229% in Q2 2025, buying an estimated $599K and bringing the position to 3,862 shares worth $900K. The position accounts for 0.02% of the portfolio, ranked #680.

Atria Wealth Solutions first reported a position in CBOE in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.39M in Q4 2024. 840 funds tracked by Wall St. Rank hold CBOE as of Q2 2025.

Atria Wealth Solutions held 3,862 shares of Cboe Global Markets worth $900K as of Q2 2025.
Atria Wealth Solutions bought 2,689 Cboe Global Markets shares in Q2 2025, an estimated $599K.
Cboe Global Markets made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #680 holding.
Atria Wealth Solutions first reported a position in Cboe Global Markets in Q3 2023 and has held it in 8 quarters since.
Atria Wealth Solutions's Cboe Global Markets position peaked at $1.39M in Q4 2024.
840 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.