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

Dogwood 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 		$3.64K Buy
15
+3
+25% +$918 ﹤0.01% 564
2026
Q1 		$3.37K Buy
12
+6
+100% +$1.67K ﹤0.01% 551
2025
Q4 		$1.51K Hold
6
– – ﹤0.01% 600
2025
Q3 		$1.47K Hold
6
– – ﹤0.01% 569
2025
Q2 		$1.4K Buy
6
+5
+500% +$1.11K ﹤0.01% 597
2025
Q1 		$226 Buy
+1
New +$207 ﹤0.01% 513
2024
Q3 		– Hold
0
– – – 440
2024
Q2 		– Hold
0
– – – 467
2024
Q1 		– Hold
0
– – – 465
2023
Q4 		– Hold
0
– – – 449

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

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

Dogwood Wealth Management increased its Cboe Global Markets (CBOE) stake by 25% in Q2 2026, buying an estimated $918 and bringing the position to 15 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Dogwood Wealth Management first reported a position in CBOE in Q1 2025 and has held it in 6 quarters since. 982 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Dogwood Wealth Management held 15 shares of Cboe Global Markets worth $3.64K as of Q2 2026.
  • Dogwood Wealth Management bought 3 Cboe Global Markets shares in Q2 2026, an estimated $918.
  • Cboe Global Markets made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #564 holding.
  • Dogwood Wealth Management first reported a position in Cboe Global Markets in Q1 2025 and has held it in 6 quarters since.
  • 982 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.