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Caliber Wealth Management (Kansas)’s Cboe Global Markets CBOE Stock Holding History

Caliber Wealth Management (Kansas)’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
2025
Q2 		– Sell
-924
Closed -$209K – 285
2025
Q1 		$209K Buy
+924
New +$192K 0.03% 236

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s CBOE Position: Q2 2025 in Review

Caliber Wealth Management (Kansas) sold out of Cboe Global Markets (CBOE) in Q2 2025, closing a stake of 924 shares — an estimated $209K sold.

Caliber Wealth Management (Kansas) first reported a position in CBOE in Q1 2025 and held it in 1 quarter. The position peaked at $209K in Q1 2025. 838 funds tracked by Wall St. Rank hold CBOE as of Q2 2025.

  • Caliber Wealth Management (Kansas) reported no remaining Cboe Global Markets position as of Q2 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 924 Cboe Global Markets shares in Q2 2025, an estimated $209K.
  • Caliber Wealth Management (Kansas) first reported a position in Cboe Global Markets in Q1 2025 and held it in 1 quarter.
  • Caliber Wealth Management (Kansas)'s Cboe Global Markets position peaked at $209K in Q1 2025.
  • 838 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2025, filed 30 Jul 2025.