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Nicolet Advisory Services’s Cboe Global Markets CBOE Stock Holding History

Nicolet 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
2025
Q3 		– Sell
-1,193
Closed -$296K – 421
2025
Q2 		$296K Buy
1,193
+50
+4% +$11.1K 0.03% 308
2025
Q1 		$240K Sell
1,143
-137
-11% -$28.4K 0.02% 327
2024
Q4 		$244K Buy
1,280
+140
+12% +$28.8K 0.02% 332
2024
Q3 		$240K Buy
+1,140
New +$224K 0.02% 329

Other funds holding CBOE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nicolet Advisory Services's CBOE Position: Q3 2025 in Review

Nicolet Advisory Services sold out of Cboe Global Markets (CBOE) in Q3 2025, closing a stake of 1,193 shares — an estimated $296K sold.

Nicolet Advisory Services first reported a position in CBOE in Q3 2024 and held it in 4 quarters. The position peaked at $296K in Q2 2025. 882 funds tracked by Wall St. Rank hold CBOE as of Q3 2025.

  • Nicolet Advisory Services reported no remaining Cboe Global Markets position as of Q3 2025 after selling out during the quarter.
  • Nicolet Advisory Services sold 1,193 Cboe Global Markets shares in Q3 2025, an estimated $296K.
  • Nicolet Advisory Services first reported a position in Cboe Global Markets in Q3 2024 and held it in 4 quarters.
  • Nicolet Advisory Services's Cboe Global Markets position peaked at $296K in Q2 2025.
  • 882 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2025.

Based on Nicolet Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.