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Crestmont Private Wealth’s Cboe Global Markets CBOE Stock Holding History

Crestmont Private Wealth’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
-743
Closed -$209K – 107
2026
Q1 		$209K Buy
+743
New +$207K 0.07% 101
2024
Q4 		– Sell
-1,034
Closed -$212K – 83
2024
Q3 		$212K Buy
+1,034
New +$203K 0.09% 103

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

Crestmont Private Wealth's CBOE Position: Q2 2026 in Review

Crestmont Private Wealth sold out of Cboe Global Markets (CBOE) in Q2 2026, closing a stake of 743 shares — an estimated $209K sold.

Crestmont Private Wealth first reported a position in CBOE in Q3 2024 and held it in 2 quarters. The position peaked at $212K in Q3 2024. 988 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Crestmont Private Wealth reported no remaining Cboe Global Markets position as of Q2 2026 after selling out during the quarter.
  • Crestmont Private Wealth sold 743 Cboe Global Markets shares in Q2 2026, an estimated $209K.
  • Crestmont Private Wealth first reported a position in Cboe Global Markets in Q3 2024 and held it in 2 quarters.
  • Crestmont Private Wealth's Cboe Global Markets position peaked at $212K in Q3 2024.
  • 988 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.