Physician Wealth Advisors’s Cboe Global Markets CBOE Stock Holding History

Physician Wealth 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
2026 Q1	$27.8K	Buy	99 +3	+3%	+$835	﹤0.01%	544
2025 Q4	$24.1K	Sell	96 -37	-28%	-$9.2K	﹤0.01%	542
2025 Q3	$32.6K	Buy	133 +55	+71%	+$13.2K	﹤0.01%	459
2025 Q2	$18.2K	Buy	78 +6	+8%	+$1.34K	﹤0.01%	537
2025 Q1	$16.3K	Hold	72	–	–	﹤0.01%	522
2024 Q4	$14.1K	Buy	+72	New	+$14.8K	﹤0.01%	571

Other funds holding CBOE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

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

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

Physician Wealth Advisors's CBOE Position: Q1 2026 in Review

Physician Wealth Advisors increased its Cboe Global Markets (CBOE) stake by 3.1% in Q1 2026, buying an estimated $835 and bringing the position to 99 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Physician Wealth Advisors first reported a position in CBOE in Q4 2024 and has held it in 6 quarters since. The position peaked at $32.6K in Q3 2025. 980 funds tracked by Wall St. Rank hold CBOE as of Q1 2026.

Physician Wealth Advisors held 99 shares of Cboe Global Markets worth $27.8K as of Q1 2026.
Physician Wealth Advisors bought 3 Cboe Global Markets shares in Q1 2026, an estimated $835.
Cboe Global Markets made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #544 holding.
Physician Wealth Advisors first reported a position in Cboe Global Markets in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's Cboe Global Markets position peaked at $32.6K in Q3 2025.
980 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.