Everhart Financial Group’s Cboe Global Markets CBOE Stock Holding History

Everhart Financial Group’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	$829K	Sell	3,418 -342	-9%	-$105K	0.05%	206
2026 Q1	$1.06M	Buy	3,760 +476	+14%	+$133K	0.09%	158
2025 Q4	$824K	Buy	3,284 +212	+7%	+$52.7K	0.08%	189
2025 Q3	$753K	Buy	3,072 +514	+20%	+$123K	0.08%	194
2025 Q2	$597K	Buy	2,558 +1,189	+87%	+$265K	0.07%	204
2025 Q1	$310K	Buy	+1,369	New	+$284K	0.04%	273

Other funds holding CBOE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

HAM

Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Everhart Financial Group's CBOE Position: Q2 2026 in Review

Everhart Financial Group reduced its Cboe Global Markets (CBOE) stake by 9.1% in Q2 2026, selling an estimated $105K and leaving 3,418 shares worth $829K. The position accounts for 0.05% of the portfolio, ranked #206.

Everhart Financial Group first reported a position in CBOE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.06M in Q1 2026. 155 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

Everhart Financial Group held 3,418 shares of Cboe Global Markets worth $829K as of Q2 2026.
Everhart Financial Group sold 342 Cboe Global Markets shares in Q2 2026, an estimated $105K.
Cboe Global Markets made up 0.05% of Everhart Financial Group's portfolio in Q2 2026, its #206 holding.
Everhart Financial Group first reported a position in Cboe Global Markets in Q1 2025 and has held it in 6 quarters since.
Everhart Financial Group's Cboe Global Markets position peaked at $1.06M in Q1 2026.
155 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.