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

Heartwood 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
2025
Q4 		– Sell
-9
Closed -$2.21K – 268
2025
Q3 		$2.21K Buy
+9
New +$2.16K ﹤0.01% 488

Other funds holding CBOE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Heartwood Wealth Advisors's CBOE Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Cboe Global Markets (CBOE) in Q4 2025, closing a stake of 9 shares — an estimated $2.21K sold.

Heartwood Wealth Advisors first reported a position in CBOE in Q3 2025 and held it in 1 quarter. The position peaked at $2.21K in Q3 2025. 932 funds tracked by Wall St. Rank hold CBOE as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Cboe Global Markets position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 9 Cboe Global Markets shares in Q4 2025, an estimated $2.21K.
  • Heartwood Wealth Advisors first reported a position in Cboe Global Markets in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Cboe Global Markets position peaked at $2.21K in Q3 2025.
  • 932 funds tracked by Wall St. Rank held Cboe Global Markets as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.