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Plan A Wealth’s Cboe Global Markets CBOE Stock Holding History

Plan A Wealth’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 		$712K Buy
2,935
+124
+4% +$37.9K 0.3% 50
2026
Q1 		$790K Buy
2,811
+110
+4% +$30.6K 0.38% 32
2025
Q4 		$678K Buy
2,701
+59
+2% +$14.7K 0.33% 46
2025
Q3 		$648K Buy
2,642
+170
+7% +$40.8K 0.33% 47
2025
Q2 		$576K Buy
2,472
+1,308
+112% +$291K 0.33% 56
2025
Q1 		$263K Buy
+1,164
New +$241K 0.2% 79

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

Plan A Wealth's CBOE Position: Q2 2026 in Review

Plan A Wealth increased its Cboe Global Markets (CBOE) stake by 4.4% in Q2 2026, buying an estimated $37.9K and bringing the position to 2,935 shares worth $712K. The position accounts for 0.3% of the portfolio, ranked #50.

Plan A Wealth first reported a position in CBOE in Q1 2025 and has held it in 6 quarters since. The position peaked at $790K in Q1 2026. 984 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Plan A Wealth held 2,935 shares of Cboe Global Markets worth $712K as of Q2 2026.
  • Plan A Wealth bought 124 Cboe Global Markets shares in Q2 2026, an estimated $37.9K.
  • Cboe Global Markets made up 0.3% of Plan A Wealth's portfolio in Q2 2026, its #50 holding.
  • Plan A Wealth first reported a position in Cboe Global Markets in Q1 2025 and has held it in 6 quarters since.
  • Plan A Wealth's Cboe Global Markets position peaked at $790K in Q1 2026.
  • 984 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.