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

HB 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 		$1.24M Sell
5,107
-123
-2% -$37.6K 0.01% 655
2026
Q1 		$1.47M Buy
5,230
+241
+5% +$67.1K 0.01% 521
2025
Q4 		$1.25M Sell
4,989
-383
-7% -$95.3K 0.01% 555
2025
Q3 		$1.32M Buy
5,372
+491
+10% +$118K 0.01% 537
2025
Q2 		$1.14M Sell
4,881
-136
-3% -$30.3K 0.01% 498
2025
Q1 		$1.14M Buy
5,017
+1,178
+31% +$244K 0.01% 504
2024
Q4 		$750K Buy
3,839
+379
+11% +$78K 0.01% 485
2024
Q3 		$709K Buy
3,460
+280
+9% +$55K 0.01% 480
2024
Q2 		$541K Buy
3,180
+1,505
+90% +$267K 0.01% 523
2024
Q1 		$308K Buy
1,675
+288
+21% +$53.1K ﹤0.01% 647
2023
Q4 		$248K Buy
+1,387
New +$238K ﹤0.01% 676

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

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

HB Wealth Management reduced its Cboe Global Markets (CBOE) stake by 2.4% in Q2 2026, selling an estimated $37.6K and leaving 5,107 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #655.

HB Wealth Management first reported a position in CBOE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q1 2026. 984 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • HB Wealth Management held 5,107 shares of Cboe Global Markets worth $1.24M as of Q2 2026.
  • HB Wealth Management sold 123 Cboe Global Markets shares in Q2 2026, an estimated $37.6K.
  • Cboe Global Markets made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #655 holding.
  • HB Wealth Management first reported a position in Cboe Global Markets in Q4 2023 and has held it in 11 quarters since.
  • HB Wealth Management's Cboe Global Markets position peaked at $1.47M in Q1 2026.
  • 984 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.