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BSW Wealth Partners’s Cboe Global Markets CBOE Stock Holding History

BSW Wealth Partners’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 		$319K Buy
1,313
+179
+16% +$54.8K 0.04% 246
2026
Q1 		$319K Buy
+1,134
New +$316K 0.04% 235

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

BSW Wealth Partners's CBOE Position: Q2 2026 in Review

BSW Wealth Partners increased its Cboe Global Markets (CBOE) stake by 16% in Q2 2026, buying an estimated $54.8K and bringing the position to 1,313 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #246.

BSW Wealth Partners first reported a position in CBOE in Q1 2026 and has held it in 2 quarters since. The position peaked at $319K in Q1 2026. 984 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • BSW Wealth Partners held 1,313 shares of Cboe Global Markets worth $319K as of Q2 2026.
  • BSW Wealth Partners bought 179 Cboe Global Markets shares in Q2 2026, an estimated $54.8K.
  • Cboe Global Markets made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #246 holding.
  • BSW Wealth Partners first reported a position in Cboe Global Markets in Q1 2026 and has held it in 2 quarters since.
  • BSW Wealth Partners's Cboe Global Markets position peaked at $319K in Q1 2026.
  • 984 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.