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Peak Financial Advisors’s Cboe Global Markets CBOE Stock Holding History

Peak Financial 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
2025
Q4 		– Sell
-8,456
Closed -$2.07M – 90
2025
Q3 		$2.07M Buy
+8,456
New +$2.03M 1% 33
2024
Q3 		– Sell
-15,102
Closed -$2.57M – 79
2024
Q2 		$2.57M Buy
15,102
+403
+3% +$71.6K 1.47% 33
2024
Q1 		$2.7M Buy
+14,699
New +$2.71M 1.64% 32

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

Peak Financial Advisors's CBOE Position: Q4 2025 in Review

Peak Financial Advisors sold out of Cboe Global Markets (CBOE) in Q4 2025, closing a stake of 8,456 shares — an estimated $2.07M sold.

Peak Financial Advisors first reported a position in CBOE in Q1 2024 and held it in 3 quarters. The position peaked at $2.7M in Q1 2024. 933 funds tracked by Wall St. Rank hold CBOE as of Q4 2025.

  • Peak Financial Advisors reported no remaining Cboe Global Markets position as of Q4 2025 after selling out during the quarter.
  • Peak Financial Advisors sold 8,456 Cboe Global Markets shares in Q4 2025, an estimated $2.07M.
  • Peak Financial Advisors first reported a position in Cboe Global Markets in Q1 2024 and held it in 3 quarters.
  • Peak Financial Advisors's Cboe Global Markets position peaked at $2.7M in Q1 2024.
  • 933 funds tracked by Wall St. Rank held Cboe Global Markets as of Q4 2025.

Based on Peak Financial Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.