Bogart Wealth LLC’s Cboe Global Markets CBOE Stock Holding History

Bogart Wealth LLC’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	$11.2K	Sell	46 -6	-12%	-$1.84K	﹤0.01%	972
2026 Q1	$14.6K	Buy	52 +4	+8%	+$1.11K	﹤0.01%	806
2025 Q4	$12K	Buy	48 +2	+4%	+$497	﹤0.01%	823
2025 Q3	$11.3K	Buy	46 +2	+5%	+$481	﹤0.01%	807
2025 Q2	$10.3K	Buy	44 +3	+7%	+$668	﹤0.01%	793
2025 Q1	$9.28K	Buy	41 +2	+5%	+$415	﹤0.01%	771
2024 Q4	$7.62K	Hold	39	–	–	﹤0.01%	794
2024 Q3	$7.99K	Hold	39	–	–	﹤0.01%	742
2024 Q2	$6.63K	Hold	39	–	–	﹤0.01%	729
2024 Q1	$7.17K	Hold	39	–	–	﹤0.01%	696
2023 Q4	$6.96K	Hold	39	–	–	﹤0.01%	685
2023 Q3	$6.09K	Hold	39	–	–	﹤0.01%	680
2023 Q2	$5.38K	Hold	39	–	–	﹤0.01%	693
2023 Q1	$5.24K	Buy	+39	New	+$4.89K	﹤0.01%	703

Other funds holding CBOE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bogart Wealth LLC's CBOE Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Cboe Global Markets (CBOE) stake by 12% in Q2 2026, selling an estimated $1.84K and leaving 46 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Bogart Wealth LLC first reported a position in CBOE in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.6K in Q1 2026. 992 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

Bogart Wealth LLC held 46 shares of Cboe Global Markets worth $11.2K as of Q2 2026.
Bogart Wealth LLC sold 6 Cboe Global Markets shares in Q2 2026, an estimated $1.84K.
Cboe Global Markets made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #972 holding.
Bogart Wealth LLC first reported a position in Cboe Global Markets in Q1 2023 and has held it in 14 quarters since.
Bogart Wealth LLC's Cboe Global Markets position peaked at $14.6K in Q1 2026.
992 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.