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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
2023
Q1 		– Sell
-17,500
Closed -$2.2M – 1865
2022
Q4 		$2.2M Buy
+17,500
New +$2.16M 0.04% 480

Other funds holding CBOE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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. 838 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.
  • 838 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.