Marshall & Sterling Wealth Advisors’s Cboe Global Markets CBOE Stock Holding History

Marshall & Sterling Wealth 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	$514K	Sell	2,120 -30	-1%	-$9.18K	0.3%	64
2026 Q1	$604K	Sell	2,150 -272	-11%	-$75.7K	0.4%	47
2025 Q4	$608K	Buy	2,422 +23	+1%	+$5.72K	0.4%	45
2025 Q3	$586K	Sell	2,399 -190	-7%	-$45.6K	0.38%	48
2025 Q2	$600K	Sell	2,589 -35	-1%	-$7.79K	0.41%	45
2025 Q1	$594K	Buy	2,624 +377	+17%	+$78.2K	0.4%	47
2024 Q4	$439K	Buy	+2,247	New	+$463K	0.3%	59

Other funds holding CBOE

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

HAM

Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors's CBOE Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Cboe Global Markets (CBOE) stake by 1.4% in Q2 2026, selling an estimated $9.18K and leaving 2,120 shares worth $514K. The position accounts for 0.3% of the portfolio, ranked #64.

Marshall & Sterling Wealth Advisors first reported a position in CBOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $608K in Q4 2025. 161 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

Marshall & Sterling Wealth Advisors held 2,120 shares of Cboe Global Markets worth $514K as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 30 Cboe Global Markets shares in Q2 2026, an estimated $9.18K.
Cboe Global Markets made up 0.3% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Marshall & Sterling Wealth Advisors first reported a position in Cboe Global Markets in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Cboe Global Markets position peaked at $608K in Q4 2025.
161 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.