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

EverSource 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 		$267K Sell
1,098
-232
-17% -$71K 0.01% 863
2026
Q1 		$374K Buy
1,330
+242
+22% +$67.4K 0.01% 741
2025
Q4 		$273K Buy
1,088
+177
+19% +$44K 0.01% 814
2025
Q3 		$224K Buy
911
+63
+7% +$15.1K 0.01% 851
2025
Q2 		$198K Buy
848
+321
+61% +$71.5K 0.01% 864
2025
Q1 		$119K Buy
527
+225
+75% +$46.7K 0.01% 847
2024
Q4 		$59K Buy
302
+127
+73% +$26.2K ﹤0.01% 1114
2024
Q3 		$35.9K Buy
175
+7
+4% +$1.38K ﹤0.01% 1209
2024
Q2 		$30.8K Buy
168
+2
+1% +$355 ﹤0.01% 1310
2024
Q1 		$30.1K Buy
166
+28
+20% +$5.17K ﹤0.01% 1186
2023
Q4 		$24.6K Buy
138
+3
+2% +$514 ﹤0.01% 1150
2023
Q3 		$21.1K Hold
135
– – ﹤0.01% 1109
2023
Q2 		$18.6K Buy
135
+46
+52% +$6.28K ﹤0.01% 1180
2023
Q1 		$11.9K Buy
89
+54
+154% +$6.78K ﹤0.01% 1277
2022
Q4 		$4.39K Hold
35
– – ﹤0.01% 1658
2022
Q3 		$5K Hold
35
– – ﹤0.01% 1350
2022
Q2 		$4K Hold
35
– – ﹤0.01% 1310
2022
Q1 		$4K Hold
35
– – ﹤0.01% 1316
2021
Q4 		$5K Buy
+35
New +$4.51K ﹤0.01% 1238

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

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

EverSource Wealth Advisors reduced its Cboe Global Markets (CBOE) stake by 17% in Q2 2026, selling an estimated $71K and leaving 1,098 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #863.

EverSource Wealth Advisors first reported a position in CBOE in Q4 2021 and has held it in 19 quarters since. The position peaked at $374K in Q1 2026. 984 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • EverSource Wealth Advisors held 1,098 shares of Cboe Global Markets worth $267K as of Q2 2026.
  • EverSource Wealth Advisors sold 232 Cboe Global Markets shares in Q2 2026, an estimated $71K.
  • Cboe Global Markets made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #863 holding.
  • EverSource Wealth Advisors first reported a position in Cboe Global Markets in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Cboe Global Markets position peaked at $374K in Q1 2026.
  • 984 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.