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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Creative Planning's CBOE Position: Q1 2026 in Review

Creative Planning increased its Cboe Global Markets (CBOE) stake by 44% in Q1 2026, buying an estimated $2.56M and bringing the position to 29,887 shares worth $8.4M. The position accounts for 0.01% of the portfolio, ranked #812.

Creative Planning first reported a position in CBOE in Q3 2013 and has held it in 51 quarters since. 980 funds tracked by Wall St. Rank hold CBOE as of Q1 2026.

  • Creative Planning held 29,887 shares of Cboe Global Markets worth $8.4M as of Q1 2026.
  • Creative Planning bought 9,197 Cboe Global Markets shares in Q1 2026, an estimated $2.56M.
  • Cboe Global Markets made up 0.01% of Creative Planning's portfolio in Q1 2026, its #812 holding.
  • Creative Planning first reported a position in Cboe Global Markets in Q3 2013 and has held it in 51 quarters since.
  • 980 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.