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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Legacy Financial Advisors's CBOE Position: Q1 2026 in Review

Legacy Financial Advisors increased its Cboe Global Markets (CBOE) stake by 8.7% in Q1 2026, buying an estimated $20.3K and bringing the position to 913 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #353.

Legacy Financial Advisors first reported a position in CBOE in Q4 2017 and has held it in 9 quarters since. 981 funds tracked by Wall St. Rank hold CBOE as of Q1 2026.

Legacy Financial Advisors held 913 shares of Cboe Global Markets worth $257K as of Q1 2026.
Legacy Financial Advisors bought 73 Cboe Global Markets shares in Q1 2026, an estimated $20.3K.
Cboe Global Markets made up 0.04% of Legacy Financial Advisors's portfolio in Q1 2026, its #353 holding.
Legacy Financial Advisors first reported a position in Cboe Global Markets in Q4 2017 and has held it in 9 quarters since.
981 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.