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Integrated Wealth Concepts’s Cboe Global Markets CBOE Stock Holding History

Integrated Wealth Concepts’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 		$564K Buy
2,324
+241
+12% +$73.8K ﹤0.01% 1582
2026
Q1 		$586K Buy
+2,083
New +$580K ﹤0.01% 1443
2025
Q1 		– Sell
-1,295
Closed -$253K – 1758
2024
Q4 		$253K Sell
1,295
-30
-2% -$6.18K ﹤0.01% 1467
2024
Q3 		$271K Sell
1,325
-171
-11% -$33.6K ﹤0.01% 1406
2024
Q2 		$254K Sell
1,496
-9
-0.6% -$1.6K ﹤0.01% 1409
2024
Q1 		$277K Sell
1,505
-46
-3% -$8.49K ﹤0.01% 1362
2023
Q4 		$277K Buy
+1,551
New +$266K ﹤0.01% 1305

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

Integrated Wealth Concepts's CBOE Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Cboe Global Markets (CBOE) stake by 12% in Q2 2026, buying an estimated $73.8K and bringing the position to 2,324 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Integrated Wealth Concepts first reported a position in CBOE in Q4 2023 and has held it in 7 quarters since. The position peaked at $586K in Q1 2026. 991 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Integrated Wealth Concepts held 2,324 shares of Cboe Global Markets worth $564K as of Q2 2026.
  • Integrated Wealth Concepts bought 241 Cboe Global Markets shares in Q2 2026, an estimated $73.8K.
  • Cboe Global Markets made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1582 holding.
  • Integrated Wealth Concepts first reported a position in Cboe Global Markets in Q4 2023 and has held it in 7 quarters since.
  • Integrated Wealth Concepts's Cboe Global Markets position peaked at $586K in Q1 2026.
  • 991 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.