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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
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 $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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pinnacle Wealth Planning Services's CBOE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Cboe Global Markets (CBOE) stake by 0.57% in Q1 2026, selling an estimated $1.39K and leaving 865 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #408.

Pinnacle Wealth Planning Services first reported a position in CBOE in Q4 2020 and has held it in 5 quarters since. 980 funds tracked by Wall St. Rank hold CBOE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 865 shares of Cboe Global Markets worth $243K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 5 Cboe Global Markets shares in Q1 2026, an estimated $1.39K.
  • Cboe Global Markets made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #408 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cboe Global Markets in Q4 2020 and has held it in 5 quarters since.
  • 980 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.