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LVW Advisors’s Cboe Global Markets CBOE Stock Holding History

LVW 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 		– Sell
-774
Closed -$218K – 470
2026
Q1 		$218K Buy
+774
New +$215K 0.02% 396
2025
Q4 		– Sell
-825
Closed -$202K – 345
2025
Q3 		$202K Buy
+825
New +$198K 0.02% 339
2018
Q3 		– Sell
-50,000
Closed -$5.2M – 156
2018
Q2 		$5.2M Sell
50,000
-32,433
-39% -$3.43M 1.65% 10
2018
Q1 		$9.41M Sell
82,433
-75,000
-48% -$9.12M 2.92% 7
2017
Q4 		$19.6M Hold
157,433
– – 5.73% 4
2017
Q3 		$16.9M Buy
+157,433
New +$15.5M 6.73% 3

Other funds holding CBOE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

LVW Advisors's CBOE Position: Q2 2026 in Review

LVW Advisors sold out of Cboe Global Markets (CBOE) in Q2 2026, closing a stake of 774 shares — an estimated $218K sold.

LVW Advisors first reported a position in CBOE in Q3 2017 and held it in 6 quarters. The position peaked at $19.6M in Q4 2017. 355 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • LVW Advisors reported no remaining Cboe Global Markets position as of Q2 2026 after selling out during the quarter.
  • LVW Advisors sold 774 Cboe Global Markets shares in Q2 2026, an estimated $218K.
  • LVW Advisors first reported a position in Cboe Global Markets in Q3 2017 and held it in 6 quarters.
  • LVW Advisors's Cboe Global Markets position peaked at $19.6M in Q4 2017.
  • 355 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.