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 Q3	$832K	Buy	3,021 +86	+3%	+$24.4K	0.3%	42
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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

BAM

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Plan A Wealth's CBOE Position: Q3 2026 in Review

Plan A Wealth increased its Cboe Global Markets (CBOE) stake by 2.9% in Q3 2026, buying an estimated $24.4K and bringing the position to 3,021 shares worth $832K. The position accounts for 0.3% of the portfolio, ranked #42.

Plan A Wealth first reported a position in CBOE in Q1 2025 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold CBOE as of Q3 2026.

Plan A Wealth held 3,021 shares of Cboe Global Markets worth $832K as of Q3 2026.
Plan A Wealth bought 86 Cboe Global Markets shares in Q3 2026, an estimated $24.4K.
Cboe Global Markets made up 0.3% of Plan A Wealth's portfolio in Q3 2026, its #42 holding.
Plan A Wealth first reported a position in Cboe Global Markets in Q1 2025 and has held it in 7 quarters since.
25 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.