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N.E.W. Advisory Services’s Cboe Global Markets CBOE Stock Holding History

N.E.W. Advisory Services’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 		– Sell
-222
Closed -$62.4K – 988
2026
Q1 		$62.4K Sell
222
-193
-47% -$53.7K ﹤0.01% 338
2025
Q4 		$104K Buy
+415
New +$103K 0.01% 277

Other funds holding CBOE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

N.E.W. Advisory Services's CBOE Position: Q2 2026 in Review

N.E.W. Advisory Services sold out of Cboe Global Markets (CBOE) in Q2 2026, closing a stake of 222 shares — an estimated $62.4K sold.

N.E.W. Advisory Services first reported a position in CBOE in Q4 2025 and held it in 2 quarters. The position peaked at $104K in Q4 2025. 624 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • N.E.W. Advisory Services reported no remaining Cboe Global Markets position as of Q2 2026 after selling out during the quarter.
  • N.E.W. Advisory Services sold 222 Cboe Global Markets shares in Q2 2026, an estimated $62.4K.
  • N.E.W. Advisory Services first reported a position in Cboe Global Markets in Q4 2025 and held it in 2 quarters.
  • N.E.W. Advisory Services's Cboe Global Markets position peaked at $104K in Q4 2025.
  • 624 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.