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LRI Investments’s Cboe Global Markets CBOE Stock Holding History

LRI Investments’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 		$1.21K Buy
+5
New +$1.53K ﹤0.01% 1338
2024
Q3 		– Sell
-49
Closed -$8.33K – 1158
2024
Q2 		$8.33K Hold
49
– – ﹤0.01% 792
2024
Q1 		$9K Buy
+49
New +$9.04K ﹤0.01% 531

Other funds holding CBOE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
HAM
Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

LRI Investments's CBOE Position: Q2 2026 in Review

LRI Investments opened a new position in Cboe Global Markets (CBOE) in Q2 2026: 5 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #1338 among its holdings. This is a return to the name: LRI Investments previously reported a position in CBOE as recently as Q2 2024.

LRI Investments first reported a position in CBOE in Q1 2024 and has held it in 3 quarters since. The position peaked at $9K in Q1 2024. 155 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • LRI Investments held 5 shares of Cboe Global Markets worth $1.21K as of Q2 2026.
  • Cboe Global Markets was a new LRI Investments position in Q2 2026.
  • Cboe Global Markets made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1338 holding.
  • LRI Investments first reported a position in Cboe Global Markets in Q1 2024 and has held it in 3 quarters since.
  • LRI Investments's Cboe Global Markets position peaked at $9K in Q1 2024.
  • 155 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.