Phillips Wealth Planners’s Cboe Global Markets CBOE Stock Holding History

Phillips Wealth Planners’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 Q2	–	Sell	-1,867	Closed	-$402K	–	190
2025 Q1	$402K	Sell	1,867 -2	-0.1%	-$415	0.42%	79
2024 Q4	$357K	Buy	1,869 +41	+2%	+$8.44K	0.36%	94
2024 Q3	$385K	Sell	1,828 -18	-1%	-$3.54K	0.37%	94
2024 Q2	$313K	Sell	1,846 -106	-5%	-$18.8K	0.33%	111
2024 Q1	$345K	Buy	1,952 +200	+11%	+$36.9K	0.4%	90
2023 Q4	$328K	Sell	1,752 -25	-1%	-$4.28K	0.39%	87
2023 Q3	$289K	Buy	1,777 +299	+20%	+$44K	0.39%	97
2023 Q2	$204K	Sell	1,478 -16	-1%	-$2.18K	0.27%	141
2023 Q1	$207K	Buy	+1,494	New	+$188K	0.27%	140

Other funds holding CBOE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Phillips Wealth Planners's CBOE Position: Q2 2025 in Review

Phillips Wealth Planners sold out of Cboe Global Markets (CBOE) in Q2 2025, closing a stake of 1,867 shares — an estimated $402K sold.

Phillips Wealth Planners first reported a position in CBOE in Q1 2023 and held it in 9 quarters. The position peaked at $402K in Q1 2025. 838 funds tracked by Wall St. Rank hold CBOE as of Q2 2025.

Phillips Wealth Planners reported no remaining Cboe Global Markets position as of Q2 2025 after selling out during the quarter.
Phillips Wealth Planners sold 1,867 Cboe Global Markets shares in Q2 2025, an estimated $402K.
Phillips Wealth Planners first reported a position in Cboe Global Markets in Q1 2023 and held it in 9 quarters.
Phillips Wealth Planners's Cboe Global Markets position peaked at $402K in Q1 2025.
838 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2025.

Based on Phillips Wealth Planners's 13F filing for Q2 2025, filed 11 Jul 2025.