Legacy Financial Advisors’s Cboe Global Markets CBOE Stock Holding History

Legacy Financial 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	$211K	Sell	871 -42	-5%	-$12.9K	0.03%	413
2026 Q1	$257K	Buy	913 +73	+9%	+$20.3K	0.04%	353
2025 Q4	$211K	Buy	840 +11	+1%	+$2.74K	0.03%	380
2025 Q3	$203K	Buy	+829	New	+$199K	0.03%	399
2019 Q2	–	Sell	-242	Closed	-$23K	–	239
2019 Q1	$23K	Buy	242 +48	+25%	+$4.55K	0.01%	419
2018 Q4	$19K	Buy	194 +163	+526%	+$17K	0.01%	422
2018 Q3	$2K	Hold	31	–	–	﹤0.01%	796
2018 Q2	$3K	Sell	31 -187	-86%	-$19.8K	﹤0.01%	769
2018 Q1	$24K	Hold	218	–	–	0.01%	340
2017 Q4	$27K	Buy	+218	New	+$25.5K	0.01%	321

Other funds holding CBOE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Legacy Financial Advisors's CBOE Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Cboe Global Markets (CBOE) stake by 4.6% in Q2 2026, selling an estimated $12.9K and leaving 871 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #413.

Legacy Financial Advisors first reported a position in CBOE in Q4 2017 and has held it in 10 quarters since. The position peaked at $257K in Q1 2026. 990 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

Legacy Financial Advisors held 871 shares of Cboe Global Markets worth $211K as of Q2 2026.
Legacy Financial Advisors sold 42 Cboe Global Markets shares in Q2 2026, an estimated $12.9K.
Cboe Global Markets made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #413 holding.
Legacy Financial Advisors first reported a position in Cboe Global Markets in Q4 2017 and has held it in 10 quarters since.
Legacy Financial Advisors's Cboe Global Markets position peaked at $257K in Q1 2026.
990 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.