Avantax Advisory Services’s Cboe Global Markets CBOE Stock Holding History

Avantax Advisory Services’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	$1.03M	Buy	4,401 +353	+9%	+$78.6K	0.01%	1158
2025 Q1	$916K	Buy	4,048 +1,213	+43%	+$252K	0.01%	1143
2024 Q4	$554K	Sell	2,835 -96	-3%	-$19.8K	﹤0.01%	1371
2024 Q3	$601K	Sell	2,931 -197	-6%	-$38.7K	﹤0.01%	1294
2024 Q2	$532K	Buy	3,128 +667	+27%	+$118K	﹤0.01%	1328
2024 Q1	$452K	Sell	2,461 -250	-9%	-$46.1K	﹤0.01%	1091
2023 Q4	$484K	Sell	2,711 -662	-20%	-$113K	﹤0.01%	1000
2023 Q3	$527K	Sell	3,373 -5,517	-62%	-$812K	0.01%	925
2023 Q2	$1.23M	Buy	8,890 +19	+0.2%	+$2.59K	0.01%	614
2023 Q1	$1.19M	Buy	8,871 +100	+1%	+$12.6K	0.01%	602
2022 Q4	$1.1M	Buy	8,771 +1,283	+17%	+$158K	0.01%	613
2022 Q3	$879K	Buy	7,488 +1,635	+28%	+$197K	0.01%	598
2022 Q2	$663K	Buy	5,853 +2,908	+99%	+$327K	0.01%	671
2022 Q1	$337K	Buy	2,945 +347	+13%	+$41.1K	﹤0.01%	951
2021 Q4	$339K	Buy	2,598 +13	+0.5%	+$1.68K	0.01%	921
2021 Q3	$320K	Sell	2,585 -50	-2%	-$6.11K	0.01%	899
2021 Q2	$314K	Sell	2,635 -15	-0.6%	-$1.65K	0.01%	885
2021 Q1	$263K	Buy	+2,650	New	+$259K	0.01%	864

Other funds holding CBOE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avantax Advisory Services's CBOE Position: Q2 2025 in Review

Avantax Advisory Services increased its Cboe Global Markets (CBOE) stake by 8.7% in Q2 2025, buying an estimated $78.6K and bringing the position to 4,401 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1158.

Avantax Advisory Services first reported a position in CBOE in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.23M in Q2 2023. 839 funds tracked by Wall St. Rank hold CBOE as of Q2 2025.

Avantax Advisory Services held 4,401 shares of Cboe Global Markets worth $1.03M as of Q2 2025.
Avantax Advisory Services bought 353 Cboe Global Markets shares in Q2 2025, an estimated $78.6K.
Cboe Global Markets made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1158 holding.
Avantax Advisory Services first reported a position in Cboe Global Markets in Q1 2021 and has held it in 18 quarters since.
Avantax Advisory Services's Cboe Global Markets position peaked at $1.23M in Q2 2023.
839 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.