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 Q2	$305K	Sell	1,256 -38	-3%	-$11.6K	0.01%	971
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mount Yale Investment Advisors's CBOE Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Cboe Global Markets (CBOE) stake by 2.9% in Q2 2026, selling an estimated $11.6K and leaving 1,256 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #971.

Mount Yale Investment Advisors first reported a position in CBOE in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.34M in Q4 2023. 992 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

Mount Yale Investment Advisors held 1,256 shares of Cboe Global Markets worth $305K as of Q2 2026.
Mount Yale Investment Advisors sold 38 Cboe Global Markets shares in Q2 2026, an estimated $11.6K.
Cboe Global Markets made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #971 holding.
Mount Yale Investment Advisors first reported a position in Cboe Global Markets in Q1 2018 and has held it in 32 quarters since.
Mount Yale Investment Advisors's Cboe Global Markets position peaked at $2.34M in Q4 2023.
992 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.