J.W. Cole Advisors’s Cboe Global Markets CBOE Stock Holding History

J.W. Cole 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 Q2	–	Sell	-747	Closed	-$210K	–	1603
2026 Q1	$210K	Buy	+747	New	+$208K	0.01%	737
2025 Q4	–	Sell	-1,806	Closed	-$443K	–	1486
2025 Q3	$443K	Buy	1,806 +48	+3%	+$11.5K	0.01%	1042
2025 Q2	$410K	Buy	+1,758	New	+$391K	0.01%	997
2025 Q1	–	Sell	-1,027	Closed	-$201K	–	1262
2024 Q4	$201K	Buy	+1,027	New	+$211K	0.01%	908

Other funds holding CBOE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Aware Super Sydney, Australia $7.06B AUM

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

J.W. Cole Advisors's CBOE Position: Q2 2026 in Review

J.W. Cole Advisors sold out of Cboe Global Markets (CBOE) in Q2 2026, closing a stake of 747 shares — an estimated $210K sold.

J.W. Cole Advisors first reported a position in CBOE in Q4 2024 and held it in 4 quarters. The position peaked at $443K in Q3 2025. 355 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

J.W. Cole Advisors reported no remaining Cboe Global Markets position as of Q2 2026 after selling out during the quarter.
J.W. Cole Advisors sold 747 Cboe Global Markets shares in Q2 2026, an estimated $210K.
J.W. Cole Advisors first reported a position in Cboe Global Markets in Q4 2024 and held it in 4 quarters.
J.W. Cole Advisors's Cboe Global Markets position peaked at $443K in Q3 2025.
355 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.