Mount Yale Investment Advisors’s Cboe Global Markets CBOE Stock Holding History

Mount Yale Investment 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	$364K	Buy	+1,294	New	+$360K	0.01%	818
2025 Q3	–	Sell	-1,352	Closed	-$315K	–	812
2025 Q2	$315K	Buy	1,352 +9	+0.7%	+$2K	0.02%	438
2025 Q1	$304K	Buy	1,343 +63	+5%	+$13.1K	0.03%	430
2024 Q4	$250K	Sell	1,280 -42	-3%	-$8.65K	0.02%	490
2024 Q3	$271K	Sell	1,322 -10,365	-89%	-$2.04M	0.03%	466
2024 Q2	$1.99M	Sell	11,687 -673	-5%	-$120K	0.16%	124
2024 Q1	$2.27M	Sell	12,360 -719	-5%	-$133K	0.17%	119
2023 Q4	$2.34M	Sell	13,079 -567	-4%	-$97.2K	0.22%	105
2023 Q3	$2.13M	Hold	13,646	–	–	0.23%	99
2023 Q2	$1.88M	Hold	13,646	–	–	0.2%	115
2023 Q1	$1.83M	Hold	13,646	–	–	0.21%	111
2022 Q4	$1.71M	Hold	13,646	–	–	0.19%	120
2022 Q3	$1.6M	Hold	13,646	–	–	0.21%	106
2022 Q2	$1.54M	Hold	13,646	–	–	0.19%	115
2022 Q1	$1.56M	Hold	13,646	–	–	0.17%	133
2021 Q4	$1.78M	Hold	13,646	–	–	0.18%	123
2021 Q3	$1.69M	Hold	13,646	–	–	0.19%	119
2021 Q2	$1.63M	Hold	13,646	–	–	0.2%	113
2021 Q1	$1.35M	Sell	13,646 -135	-1%	-$13.2K	0.18%	122
2020 Q4	$1.28M	Hold	13,781	–	–	0.18%	127
2020 Q3	$1.21M	Hold	13,781	–	–	0.17%	129
2020 Q2	$1.28M	Hold	13,781	–	–	0.23%	103
2020 Q1	$1.23M	Hold	13,781	–	–	0.28%	94
2019 Q4	$1.7M	Hold	13,781	–	–	0.29%	87
2019 Q3	$1.6M	Hold	13,781	–	–	0.29%	88
2019 Q2	$1.63M	Hold	13,781	–	–	0.3%	82
2019 Q1	$1.31M	Buy	13,781 +25	+0.2%	+$2.37K	0.25%	97
2018 Q4	$1.29M	Sell	13,756 -86	-0.6%	-$8.95K	0.26%	95
2018 Q3	$1.54M	Sell	13,842 -2,653	-16%	-$267K	0.27%	85
2018 Q2	$1.72M	Hold	16,495	–	–	0.32%	77
2018 Q1	$1.88M	Buy	+16,495	New	+$2M	0.4%	64

Other funds holding CBOE

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's CBOE Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Cboe Global Markets (CBOE) in Q1 2026: 1,294 shares worth $364K. The stake represents 0.01% of the portfolio and ranks #818 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in CBOE as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in CBOE in Q1 2018 and has held it in 31 quarters since. The position peaked at $2.34M in Q4 2023. 983 funds tracked by Wall St. Rank hold CBOE as of Q1 2026.

Mount Yale Investment Advisors held 1,294 shares of Cboe Global Markets worth $364K as of Q1 2026.
Cboe Global Markets was a new Mount Yale Investment Advisors position in Q1 2026.
Cboe Global Markets made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #818 holding.
Mount Yale Investment Advisors first reported a position in Cboe Global Markets in Q1 2018 and has held it in 31 quarters since.
Mount Yale Investment Advisors's Cboe Global Markets position peaked at $2.34M in Q4 2023.
983 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.