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EP Wealth Advisors’s Cboe Global Markets CBOE Stock Holding History

EP Wealth Advisors’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 		$757K Buy
3,117
+657
+27% +$201K ﹤0.01% 852
2026
Q1 		$691K Sell
2,460
-529
-18% -$147K ﹤0.01% 771
2025
Q4 		$750K Buy
+2,989
New +$743K ﹤0.01% 708
2025
Q2 		$670K Buy
2,874
+344
+14% +$76.6K ﹤0.01% 671
2025
Q1 		$573K Buy
2,530
+248
+11% +$51.4K ﹤0.01% 659
2024
Q4 		$446K Buy
2,282
+369
+19% +$76K ﹤0.01% 728
2024
Q3 		$392K Buy
+1,913
New +$376K ﹤0.01% 767

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

EP Wealth Advisors's CBOE Position: Q2 2026 in Review

EP Wealth Advisors increased its Cboe Global Markets (CBOE) stake by 27% in Q2 2026, buying an estimated $201K and bringing the position to 3,117 shares worth $757K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

EP Wealth Advisors first reported a position in CBOE in Q3 2024 and has held it in 7 quarters since. 988 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • EP Wealth Advisors held 3,117 shares of Cboe Global Markets worth $757K as of Q2 2026.
  • EP Wealth Advisors bought 657 Cboe Global Markets shares in Q2 2026, an estimated $201K.
  • Cboe Global Markets made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #852 holding.
  • EP Wealth Advisors first reported a position in Cboe Global Markets in Q3 2024 and has held it in 7 quarters since.
  • 988 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.