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MOKAN Wealth Management’s Cboe Global Markets CBOE Stock Holding History

MOKAN Wealth Management’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 		$838K Sell
3,455
-1,497
-30% -$458K 0.32% 62
2026
Q1 		$1.39M Sell
4,952
-2,906
-37% -$809K 0.62% 39
2025
Q4 		$1.97M Sell
7,858
-1,199
-13% -$298K 0.88% 30
2025
Q3 		$2.22M Sell
9,057
-83
-0.9% -$19.9K 1.12% 26
2025
Q2 		$2.13M Buy
9,140
+414
+5% +$92.2K 1.19% 27
2025
Q1 		$1.98M Buy
8,726
+337
+4% +$69.9K 1.19% 24
2024
Q4 		$1.64M Buy
+8,389
New +$1.73M 1.04% 33

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

MOKAN Wealth Management's CBOE Position: Q2 2026 in Review

MOKAN Wealth Management reduced its Cboe Global Markets (CBOE) stake by 30% in Q2 2026, selling an estimated $458K and leaving 3,455 shares worth $838K. The position accounts for 0.32% of the portfolio, ranked #62.

MOKAN Wealth Management first reported a position in CBOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.22M in Q3 2025. 363 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • MOKAN Wealth Management held 3,455 shares of Cboe Global Markets worth $838K as of Q2 2026.
  • MOKAN Wealth Management sold 1,497 Cboe Global Markets shares in Q2 2026, an estimated $458K.
  • Cboe Global Markets made up 0.32% of MOKAN Wealth Management's portfolio in Q2 2026, its #62 holding.
  • MOKAN Wealth Management first reported a position in Cboe Global Markets in Q4 2024 and has held it in 7 quarters since.
  • MOKAN Wealth Management's Cboe Global Markets position peaked at $2.22M in Q3 2025.
  • 363 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.