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

JFS 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
Q2 		$38.6K Sell
159
-43
-21% -$13.2K ﹤0.01% 602
2026
Q1 		$56.8K Sell
202
-2
-1% -$557 ﹤0.01% 497
2025
Q4 		$51.2K Buy
204
+27
+15% +$6.72K ﹤0.01% 513
2025
Q3 		$43.4K Sell
177
-38
-18% -$9.13K ﹤0.01% 528
2025
Q2 		$50.1K Buy
215
+1
+0.5% +$223 ﹤0.01% 466
2025
Q1 		$48.4K Hold
214
– – ﹤0.01% 482
2024
Q4 		$41.8K Hold
214
– – ﹤0.01% 495
2024
Q3 		$43.8K Buy
214
+2
+0.9% +$393 ﹤0.01% 490
2024
Q2 		$36.1K Hold
212
– – ﹤0.01% 475
2024
Q1 		$39K Hold
212
– – ﹤0.01% 484
2023
Q4 		$37.9K Buy
212
+4
+2% +$685 ﹤0.01% 455
2023
Q3 		$32.5K Buy
208
+1
+0.5% +$147 ﹤0.01% 439
2023
Q2 		$28.6K Hold
207
– – ﹤0.01% 460
2023
Q1 		$27.8K Sell
207
-6
-3% -$753 ﹤0.01% 467
2022
Q4 		$26.7K Sell
213
-5
-2% -$617 ﹤0.01% 474
2022
Q3 		$26K Sell
218
-11
-5% -$1.32K ﹤0.01% 509
2022
Q2 		$26K Buy
229
+40
+21% +$4.49K ﹤0.01% 535
2022
Q1 		$22K Buy
189
+135
+250% +$16K ﹤0.01% 575
2021
Q4 		$7K Buy
54
+23
+74% +$2.97K ﹤0.01% 732
2021
Q3 		$4K Hold
31
– – ﹤0.01% 729
2021
Q2 		$4K Hold
31
– – ﹤0.01% 511
2021
Q1 		$3K Buy
+31
New +$3.03K ﹤0.01% 506

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

JFS Wealth Advisors's CBOE Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Cboe Global Markets (CBOE) stake by 21% in Q2 2026, selling an estimated $13.2K and leaving 159 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

JFS Wealth Advisors first reported a position in CBOE in Q1 2021 and has held it in 22 quarters since. The position peaked at $56.8K in Q1 2026. 984 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • JFS Wealth Advisors held 159 shares of Cboe Global Markets worth $38.6K as of Q2 2026.
  • JFS Wealth Advisors sold 43 Cboe Global Markets shares in Q2 2026, an estimated $13.2K.
  • Cboe Global Markets made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #602 holding.
  • JFS Wealth Advisors first reported a position in Cboe Global Markets in Q1 2021 and has held it in 22 quarters since.
  • JFS Wealth Advisors's Cboe Global Markets position peaked at $56.8K in Q1 2026.
  • 984 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.