KIM
CBOE icon

Kestra Investment Management’s Cboe Global Markets CBOE Stock Holding History

Kestra Investment Management’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
Q1 		– Sell
-160
Closed -$31.3K – 969
2024
Q4 		$31.3K Buy
+160
New +$33K ﹤0.01% 632

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kestra Investment Management's CBOE Position: Q1 2025 in Review

Kestra Investment Management sold out of Cboe Global Markets (CBOE) in Q1 2025, closing a stake of 160 shares — an estimated $31.3K sold.

Kestra Investment Management first reported a position in CBOE in Q4 2024 and held it in 1 quarter. The position peaked at $31.3K in Q4 2024. 806 funds tracked by Wall St. Rank hold CBOE as of Q1 2025.

  • Kestra Investment Management reported no remaining Cboe Global Markets position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 160 Cboe Global Markets shares in Q1 2025, an estimated $31.3K.
  • Kestra Investment Management first reported a position in Cboe Global Markets in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Cboe Global Markets position peaked at $31.3K in Q4 2024.
  • 806 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.