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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
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

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

Planned Solutions's CBOE Position: Q2 2026 in Review

Planned Solutions sold out of Cboe Global Markets (CBOE) in Q2 2026, closing a stake of 760 shares — an estimated $214K sold.

Planned Solutions first reported a position in CBOE in Q4 2023 and held it in 3 quarters. The position peaked at $214K in Q1 2026. 988 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Planned Solutions reported no remaining Cboe Global Markets position as of Q2 2026 after selling out during the quarter.
  • Planned Solutions sold 760 Cboe Global Markets shares in Q2 2026, an estimated $214K.
  • Planned Solutions first reported a position in Cboe Global Markets in Q4 2023 and held it in 3 quarters.
  • Planned Solutions's Cboe Global Markets position peaked at $214K in Q1 2026.
  • 988 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.