Creative Planning
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Creative Planning’s Cboe Global Markets CBOE Stock Holding History

Creative Planning’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
2019
Q1 		– Sell
-800
Closed -$3K – 1999
2018
Q4 		$3K Hold
800
– – ﹤0.01% 1882
2018
Q3 		$3K Buy
+800
New +$80.7K ﹤0.01% 2026
2018
Q2 		– Sell
-500
Closed -$3K – 2067
2018
Q1 		$3K Buy
+500
New +$60.8K ﹤0.01% 1968
2017
Q1 		– Sell
-200
Closed -$2K – 4665
2016
Q4 		$2K Buy
+200
New +$13.8K ﹤0.01% 4240

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

Creative Planning's CBOE Position: Q2 2026 in Review

Creative Planning reduced its Cboe Global Markets (CBOE) stake by 22% in Q2 2026, selling an estimated $2.02M and leaving 23,273 shares worth $5.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Creative Planning first reported a position in CBOE in Q3 2013 and has held it in 52 quarters since. The position peaked at $8.4M in Q1 2026. 988 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Creative Planning held 23,273 shares of Cboe Global Markets worth $5.65M as of Q2 2026.
  • Creative Planning sold 6,614 Cboe Global Markets shares in Q2 2026, an estimated $2.02M.
  • Cboe Global Markets made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1307 holding.
  • Creative Planning first reported a position in Cboe Global Markets in Q3 2013 and has held it in 52 quarters since.
  • Creative Planning's Cboe Global Markets position peaked at $8.4M in Q1 2026.
  • 988 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.