PRP
CBOE icon

Peak Retirement Planning’s Cboe Global Markets CBOE Stock Holding History

Peak Retirement 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 		$2.82M Buy
11,638
+3,644
+46% +$1.12M 0.45% 71
2026
Q1 		$2.25M Sell
7,994
-11
-0.1% -$3.06K 0.45% 68
2025
Q4 		$2.01M Buy
8,005
+526
+7% +$131K 0.47% 66
2025
Q3 		$1.83M Buy
7,479
+1,876
+33% +$451K 0.52% 56
2025
Q2 		$1.31M Buy
5,603
+887
+19% +$197K 0.53% 60
2025
Q1 		$1.07M Buy
4,716
+548
+13% +$114K 0.59% 42
2024
Q4 		$815K Buy
+4,168
New +$858K 0.55% 61

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
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

Peak Retirement Planning's CBOE Position: Q2 2026 in Review

Peak Retirement Planning increased its Cboe Global Markets (CBOE) stake by 46% in Q2 2026, buying an estimated $1.12M and bringing the position to 11,638 shares worth $2.82M. The position accounts for 0.45% of the portfolio, ranked #71.

Peak Retirement Planning first reported a position in CBOE in Q4 2024 and has held it in 7 quarters since. 992 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Peak Retirement Planning held 11,638 shares of Cboe Global Markets worth $2.82M as of Q2 2026.
  • Peak Retirement Planning bought 3,644 Cboe Global Markets shares in Q2 2026, an estimated $1.12M.
  • Cboe Global Markets made up 0.45% of Peak Retirement Planning's portfolio in Q2 2026, its #71 holding.
  • Peak Retirement Planning first reported a position in Cboe Global Markets in Q4 2024 and has held it in 7 quarters since.
  • 992 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.