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Cavalier Investments’s Cboe Global Markets CBOE Stock Holding History

Cavalier Investments’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 		– Sell
-9,444
Closed -$2.65M – 77
2026
Q1 		$2.65M Sell
9,444
-808
-8% -$225K 0.07% 79
2025
Q4 		$2.57M Buy
10,252
+304
+3% +$75.6K 0.13% 57
2025
Q3 		$1.54M Buy
9,948
+496
+5% +$119K 0.13% 71
2025
Q2 		$2.2M Sell
9,452
-184
-2% -$41K 0.67% 35
2025
Q1 		$2.18M Sell
9,636
-16
-0.2% -$3.32K 0.74% 39
2024
Q4 		$1.89M Buy
9,652
+384
+4% +$79.1K 0.63% 35
2024
Q3 		$1.9M Buy
9,268
+552
+6% +$108K 0.58% 47
2024
Q2 		$1.48M Buy
8,716
+248
+3% +$44K 0.46% 51
2024
Q1 		$1.56M Buy
8,468
+448
+6% +$82.7K 0.57% 47
2023
Q4 		$1.43M Buy
8,020
+192
+2% +$32.9K 0.53% 51
2023
Q3 		$1.22M Buy
7,828
+280
+4% +$41.2K 0.48% 58
2023
Q2 		$1.04M Buy
+7,548
New +$1.03M 0.38% 65

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

Cavalier Investments's CBOE Position: Q2 2026 in Review

Cavalier Investments sold out of Cboe Global Markets (CBOE) in Q2 2026, closing a stake of 9,444 shares — an estimated $2.65M sold.

Cavalier Investments first reported a position in CBOE in Q2 2023 and held it in 12 quarters. The position peaked at $2.65M in Q1 2026. 982 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Cavalier Investments reported no remaining Cboe Global Markets position as of Q2 2026 after selling out during the quarter.
  • Cavalier Investments sold 9,444 Cboe Global Markets shares in Q2 2026, an estimated $2.65M.
  • Cavalier Investments first reported a position in Cboe Global Markets in Q2 2023 and held it in 12 quarters.
  • Cavalier Investments's Cboe Global Markets position peaked at $2.65M in Q1 2026.
  • 982 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.