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Mowery & Schoenfeld Wealth Management’s Cboe Global Markets CBOE Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-12
Closed -$3.01K – 379
2025
Q4 		$3.01K Buy
+12
New +$2.98K ﹤0.01% 375
2024
Q4 		– Sell
-789
Closed -$162K – 492
2024
Q3 		$162K Hold
789
– – 0.26% 46
2024
Q2 		$134K Buy
+789
New +$140K 0.19% 53

Other funds holding CBOE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's CBOE Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Cboe Global Markets (CBOE) in Q1 2026, closing a stake of 12 shares — an estimated $3.01K sold.

Mowery & Schoenfeld Wealth Management first reported a position in CBOE in Q2 2024 and held it in 3 quarters. The position peaked at $162K in Q3 2024. 991 funds tracked by Wall St. Rank hold CBOE as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Cboe Global Markets position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 12 Cboe Global Markets shares in Q1 2026, an estimated $3.01K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Cboe Global Markets in Q2 2024 and held it in 3 quarters.
  • Mowery & Schoenfeld Wealth Management's Cboe Global Markets position peaked at $162K in Q3 2024.
  • 991 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.