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Diversify Wealth Management’s Cboe Global Markets CBOE Stock Holding History

Diversify Wealth Management’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
-2,450
Closed -$749K – 1296
2026
Q1 		$749K Buy
2,450
+1,445
+144% +$402K 0.01% 690
2025
Q4 		$268K Sell
1,005
-11,257
-92% -$2.8M 0.01% 546
2025
Q3 		$3.03M Buy
12,262
+212
+2% +$50.9K 0.17% 150
2025
Q2 		$2.99M Buy
12,050
+669
+6% +$149K 0.19% 146
2025
Q1 		$2.47M Buy
+11,381
New +$2.36M 0.18% 152

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

Diversify Wealth Management's CBOE Position: Q2 2026 in Review

Diversify Wealth Management sold out of Cboe Global Markets (CBOE) in Q2 2026, closing a stake of 2,450 shares — an estimated $749K sold.

Diversify Wealth Management first reported a position in CBOE in Q1 2025 and held it in 5 quarters. The position peaked at $3.03M in Q3 2025. 988 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Diversify Wealth Management reported no remaining Cboe Global Markets position as of Q2 2026 after selling out during the quarter.
  • Diversify Wealth Management sold 2,450 Cboe Global Markets shares in Q2 2026, an estimated $749K.
  • Diversify Wealth Management first reported a position in Cboe Global Markets in Q1 2025 and held it in 5 quarters.
  • Diversify Wealth Management's Cboe Global Markets position peaked at $3.03M in Q3 2025.
  • 988 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.