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B. Riley Wealth Advisors’s Cboe Global Markets CBOE Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-1,681
Closed -$422K – 928
2025
Q4 		$422K Buy
1,681
+255
+18% +$63.4K 0.02% 588
2025
Q3 		$350K Sell
1,426
-337
-19% -$81K 0.02% 656
2025
Q2 		$411K Buy
+1,763
New +$392K 0.02% 604
2024
Q4 		$263K Buy
1,346
+157
+13% +$32.3K 0.01% 921
2024
Q3 		$246K Sell
1,189
-55
-4% -$10.8K 0.01% 1051
2024
Q2 		$212K Sell
1,244
-1,202
-49% -$213K 0.01% 1211
2024
Q1 		$382K Sell
2,446
-1,362
-36% -$251K 0.01% 932
2023
Q4 		$680K Buy
3,808
+1,362
+56% +$233K 0.02% 673
2023
Q3 		$382K Buy
+2,446
New +$360K 0.01% 932
2023
Q2 		– Sell
-4,745
Closed -$637K – 1551
2023
Q1 		$637K Buy
+4,745
New +$596K 0.02% 713
2016
Q4 		– Sell
-3,601
Closed -$234K – 546
2016
Q3 		$234K Sell
3,601
-12
-0.3% -$818 0.05% 489
2016
Q2 		$241K Sell
3,613
-111
-3% -$7.11K 0.05% 474
2016
Q1 		$243K Buy
3,724
+35
+0.9% +$2.23K 0.06% 409
2015
Q4 		$240K Buy
+3,689
New +$249K 0.05% 433
2015
Q1 		– Sell
-29
Closed -$2 – 772
2014
Q4 		$2 Buy
+29
New +$1.73K ﹤0.01% 3375

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

B. Riley Wealth Advisors's CBOE Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Cboe Global Markets (CBOE) in Q1 2026, closing a stake of 1,681 shares — an estimated $422K sold.

B. Riley Wealth Advisors first reported a position in CBOE in Q4 2014 and held it in 15 quarters. The position peaked at $680K in Q4 2023. 980 funds tracked by Wall St. Rank hold CBOE as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Cboe Global Markets position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,681 Cboe Global Markets shares in Q1 2026, an estimated $422K.
  • B. Riley Wealth Advisors first reported a position in Cboe Global Markets in Q4 2014 and held it in 15 quarters.
  • B. Riley Wealth Advisors's Cboe Global Markets position peaked at $680K in Q4 2023.
  • 980 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.