Planned Solutions’s Cboe Global Markets CBOE Stock Holding History

Planned Solutions’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	$209K	Buy	+760	New	+$215K	0.06%	153
2026 Q2	–	Sell	-760	Closed	-$214K	–	157
2026 Q1	$214K	Buy	+760	New	+$212K	0.07%	130
2024 Q4	–	Sell	-760	Closed	-$156K	–	186
2024 Q3	$156K	Buy	+760	New	+$149K	0.06%	142
2024 Q1	–	Sell	-760	Closed	-$136K	–	162
2023 Q4	$136K	Buy	+760	New	+$130K	0.06%	136

Other funds holding CBOE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

GCL

Gouws Capital LLC Charlotte, North Carolina $212M AUM 34.97% 1-Year Est. Return

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Planned Solutions's CBOE Position: Q3 2026 in Review

Planned Solutions opened a new position in Cboe Global Markets (CBOE) in Q3 2026: 760 shares worth $209K. The stake represents 0.06% of the portfolio and ranks #153 among its holdings. This is a return to the name: Planned Solutions previously reported a position in CBOE as recently as Q1 2026.

Planned Solutions first reported a position in CBOE in Q4 2023 and has held it in 4 quarters since. The position peaked at $214K in Q1 2026. 124 funds tracked by Wall St. Rank hold CBOE as of Q3 2026.

Planned Solutions held 760 shares of Cboe Global Markets worth $209K as of Q3 2026.
Cboe Global Markets was a new Planned Solutions position in Q3 2026.
Cboe Global Markets made up 0.06% of Planned Solutions's portfolio in Q3 2026, its #153 holding.
Planned Solutions first reported a position in Cboe Global Markets in Q4 2023 and has held it in 4 quarters since.
Planned Solutions's Cboe Global Markets position peaked at $214K in Q1 2026.
124 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.