IBEX Wealth Advisors
CBOE icon

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

IBEX 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
Q3 		– Sell
-1,748
Closed -$424K – 216
2026
Q2 		$424K Buy
1,748
+5
+0.3% +$1.53K 0.03% 167
2026
Q1 		$490K Buy
+1,743
New +$485K 0.05% 158

Other funds holding CBOE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

IBEX Wealth Advisors's CBOE Position: Q3 2026 in Review

IBEX Wealth Advisors sold out of Cboe Global Markets (CBOE) in Q3 2026, closing a stake of 1,748 shares — an estimated $424K sold.

IBEX Wealth Advisors first reported a position in CBOE in Q1 2026 and held it in 2 quarters. The position peaked at $490K in Q1 2026. 836 funds tracked by Wall St. Rank hold CBOE as of Q3 2026.

  • IBEX Wealth Advisors reported no remaining Cboe Global Markets position as of Q3 2026 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,748 Cboe Global Markets shares in Q3 2026, an estimated $424K.
  • IBEX Wealth Advisors first reported a position in Cboe Global Markets in Q1 2026 and held it in 2 quarters.
  • IBEX Wealth Advisors's Cboe Global Markets position peaked at $490K in Q1 2026.
  • 836 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.