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Blue Zone Wealth Advisors’s Cboe Global Markets CBOE Stock Holding History

Blue Zone 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
Q2 		$6.34M Sell
26,139
-180
-0.7% -$55.1K 1.11% 26
2026
Q1 		$7.4M Buy
26,319
+277
+1% +$77.1K 1.51% 18
2025
Q4 		$6.54M Buy
26,042
+553
+2% +$138K 1.25% 32
2025
Q3 		$6.25M Buy
+25,489
New +$6.12M 1.25% 33

Other funds holding CBOE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Blue Zone Wealth Advisors's CBOE Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its Cboe Global Markets (CBOE) stake by 0.68% in Q2 2026, selling an estimated $55.1K and leaving 26,139 shares worth $6.34M. The position accounts for 1.11% of the portfolio, ranked #26.

Blue Zone Wealth Advisors first reported a position in CBOE in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.4M in Q1 2026. 984 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Blue Zone Wealth Advisors held 26,139 shares of Cboe Global Markets worth $6.34M as of Q2 2026.
  • Blue Zone Wealth Advisors sold 180 Cboe Global Markets shares in Q2 2026, an estimated $55.1K.
  • Cboe Global Markets made up 1.11% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Blue Zone Wealth Advisors first reported a position in Cboe Global Markets in Q3 2025 and has held it in 4 quarters since.
  • Blue Zone Wealth Advisors's Cboe Global Markets position peaked at $7.4M in Q1 2026.
  • 984 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.