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Pinnacle Wealth Planning Services’s Cboe Global Markets CBOE Stock Holding History

Pinnacle Wealth Planning Services’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 		$211K Buy
869
+4
+0.5% +$1.22K 0.02% 503
2026
Q1 		$243K Sell
865
-5
-0.6% -$1.39K 0.03% 408
2025
Q4 		$218K Sell
870
-2
-0.2% -$497 0.02% 442
2025
Q3 		$214K Sell
872
-30
-3% -$7.21K 0.03% 431
2025
Q2 		$210K Buy
+902
New +$201K 0.03% 412
2021
Q1 		– Sell
-137
Closed -$13K – 611
2020
Q4 		$13K Buy
+137
New +$12K ﹤0.01% 1300

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

Pinnacle Wealth Planning Services's CBOE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Cboe Global Markets (CBOE) stake by 0.46% in Q2 2026, buying an estimated $1.22K and bringing the position to 869 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #503.

Pinnacle Wealth Planning Services first reported a position in CBOE in Q4 2020 and has held it in 6 quarters since. The position peaked at $243K in Q1 2026. 988 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 869 shares of Cboe Global Markets worth $211K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 4 Cboe Global Markets shares in Q2 2026, an estimated $1.22K.
  • Cboe Global Markets made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #503 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cboe Global Markets in Q4 2020 and has held it in 6 quarters since.
  • Pinnacle Wealth Planning Services's Cboe Global Markets position peaked at $243K in Q1 2026.
  • 988 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.