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PDS Planning’s Cboe Global Markets CBOE Stock Holding History

PDS Planning’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 		$338K Buy
1,391
+16
+1% +$4.9K 0.02% 393
2026
Q1 		$386K Sell
1,375
-5
-0.4% -$1.39K 0.03% 323
2025
Q4 		$346K Sell
1,380
-65
-4% -$16.2K 0.02% 342
2025
Q3 		$354K Sell
1,445
-31
-2% -$7.45K 0.02% 328
2025
Q2 		$344K Sell
1,476
-20
-1% -$4.45K 0.03% 318
2025
Q1 		$338K Buy
+1,496
New +$310K 0.03% 291

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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PDS Planning's CBOE Position: Q2 2026 in Review

PDS Planning increased its Cboe Global Markets (CBOE) stake by 1.2% in Q2 2026, buying an estimated $4.9K and bringing the position to 1,391 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #393.

PDS Planning first reported a position in CBOE in Q1 2025 and has held it in 6 quarters since. The position peaked at $386K in Q1 2026. 988 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • PDS Planning held 1,391 shares of Cboe Global Markets worth $338K as of Q2 2026.
  • PDS Planning bought 16 Cboe Global Markets shares in Q2 2026, an estimated $4.9K.
  • Cboe Global Markets made up 0.02% of PDS Planning's portfolio in Q2 2026, its #393 holding.
  • PDS Planning first reported a position in Cboe Global Markets in Q1 2025 and has held it in 6 quarters since.
  • PDS Planning's Cboe Global Markets position peaked at $386K in Q1 2026.
  • 988 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.