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

Axxcess 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
Q2 		$207K Buy
+855
New +$262K ﹤0.01% 996
2026
Q1 		– Sell
-929
Closed -$233K – 469
2025
Q4 		$233K Sell
929
-308
-25% -$76.6K ﹤0.01% 938
2025
Q3 		$303K Buy
1,237
+26
+2% +$6.25K 0.01% 756
2025
Q2 		$282K Sell
1,211
-74
-6% -$16.5K 0.01% 737
2025
Q1 		$291K Sell
1,285
-6
-0.5% -$1.25K 0.01% 690
2024
Q4 		$252K Sell
1,291
-5
-0.4% -$1.03K 0.01% 725
2024
Q3 		$266K Sell
1,296
-24
-2% -$4.71K 0.01% 730
2024
Q2 		$224K Hold
1,320
– – 0.01% 753
2024
Q1 		$243K Hold
1,320
– – 0.01% 747
2023
Q4 		$236K Sell
1,320
-54
-4% -$9.25K 0.01% 729
2023
Q3 		$215K Buy
+1,374
New +$202K 0.01% 713

Other funds holding CBOE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Axxcess Wealth Management's CBOE Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Cboe Global Markets (CBOE) in Q2 2026: 855 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #996 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in CBOE as recently as Q4 2025.

Axxcess Wealth Management first reported a position in CBOE in Q3 2023 and has held it in 11 quarters since. The position peaked at $303K in Q3 2025. 475 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Axxcess Wealth Management held 855 shares of Cboe Global Markets worth $207K as of Q2 2026.
  • Cboe Global Markets was a new Axxcess Wealth Management position in Q2 2026.
  • Cboe Global Markets made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #996 holding.
  • Axxcess Wealth Management first reported a position in Cboe Global Markets in Q3 2023 and has held it in 11 quarters since.
  • Axxcess Wealth Management's Cboe Global Markets position peaked at $303K in Q3 2025.
  • 475 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.