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Capital Advisors Ltd’s Cboe Global Markets CBOE Stock Holding History

Capital Advisors Ltd’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 		$27K Sell
110
-75
-41% -$23K ﹤0.01% 625
2026
Q1 		$52K Buy
185
+62
+50% +$17.3K 0.01% 488
2025
Q4 		$31K Buy
123
+13
+12% +$3.23K ﹤0.01% 577
2025
Q3 		$27K Hold
110
– – ﹤0.01% 586
2025
Q2 		$26K Buy
110
+34
+45% +$7.57K ﹤0.01% 580
2025
Q1 		$17K Hold
76
– – ﹤0.01% 641
2024
Q4 		$15K Hold
76
– – ﹤0.01% 675
2024
Q3 		$16K Buy
76
+4
+6% +$786 ﹤0.01% 649
2024
Q2 		$12K Sell
72
-5
-6% -$888 ﹤0.01% 708
2024
Q1 		$14K Buy
77
+5
+7% +$923 ﹤0.01% 649
2023
Q4 		$13K Hold
72
– – ﹤0.01% 643
2023
Q3 		$11K Hold
72
– – ﹤0.01% 662
2023
Q2 		$10K Hold
72
– – ﹤0.01% 693
2023
Q1 		$10K Sell
72
-23
-24% -$2.89K ﹤0.01% 551
2022
Q4 		$12K Buy
95
+23
+32% +$2.84K ﹤0.01% 527
2022
Q3 		$8K Buy
72
+5
+7% +$602 ﹤0.01% 563
2022
Q2 		$8K Hold
67
– – ﹤0.01% 528
2022
Q1 		$8K Sell
67
-3
-4% -$355 ﹤0.01% 548
2021
Q4 		$9K Buy
+70
New +$9.03K ﹤0.01% 527

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

Capital Advisors Ltd's CBOE Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Cboe Global Markets (CBOE) stake by 41% in Q2 2026, selling an estimated $23K and leaving 110 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Capital Advisors Ltd first reported a position in CBOE in Q4 2021 and has held it in 19 quarters since. The position peaked at $52K in Q1 2026. 982 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Capital Advisors Ltd held 110 shares of Cboe Global Markets worth $27K as of Q2 2026.
  • Capital Advisors Ltd sold 75 Cboe Global Markets shares in Q2 2026, an estimated $23K.
  • Cboe Global Markets made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #625 holding.
  • Capital Advisors Ltd first reported a position in Cboe Global Markets in Q4 2021 and has held it in 19 quarters since.
  • Capital Advisors Ltd's Cboe Global Markets position peaked at $52K in Q1 2026.
  • 982 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.