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GIA
Gateway Investment Advisers’s
Cboe Global Markets
CBOE
Stock Holding History
Gateway Investment Advisers’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
Q1
$842K
Sell
2,997
-2,357
-44%
-$656K
0.01%
364
2025
Q4
$1.34M
Buy
5,354
+4,520
+542%
+$1.12M
0.01%
336
2025
Q3
$205K
Sell
834
-3,012
-78%
-$724K
﹤0.01%
517
2025
Q2
$897K
Buy
+3,846
New
+$856K
0.01%
325
2019
Q3
–
Sell
-4,209
Closed
-$436K
–
579
2019
Q2
$436K
Sell
4,209
-217
-5%
-$22.5K
﹤0.01%
581
2019
Q1
$422K
Sell
4,426
-361
-8%
-$34.2K
﹤0.01%
588
2018
Q4
$468K
Buy
4,787
+12
+0.3%
+$1.25K
﹤0.01%
577
2018
Q3
$458K
Sell
4,775
-96
-2%
-$9.68K
﹤0.01%
590
2018
Q2
$507K
Sell
4,871
-547
-10%
-$57.8K
﹤0.01%
579
2018
Q1
$618K
Sell
5,418
-448
-8%
-$54.5K
0.01%
567
2017
Q4
$731K
Buy
5,866
+197
+3%
+$23.1K
0.01%
547
2017
Q3
$610K
Buy
5,669
+77
+1%
+$7.58K
0.01%
588
2017
Q2
$511K
Buy
5,592
+16
+0.3%
+$1.37K
﹤0.01%
593
2017
Q1
$452K
Buy
+5,576
New
+$436K
﹤0.01%
596
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$5.7T AUM
30.48%
1-Year Est. Return
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$4.04T AUM
VPM
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$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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