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Principia Wealth Advisory’s Cboe Global Markets CBOE Stock Holding History

Principia Wealth Advisory’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 		$1.21K Buy
5
+1
+25% +$306 ﹤0.01% 723
2026
Q1 		$1.12K Hold
4
– – ﹤0.01% 678
2025
Q4 		$1K Buy
4
+1
+33% +$249 ﹤0.01% 666
2025
Q3 		$736 Hold
3
– – ﹤0.01% 719
2025
Q2 		$700 Buy
3
+1
+50% +$223 ﹤0.01% 665
2025
Q1 		$412 Hold
2
– – ﹤0.01% 620
2024
Q4 		$391 Buy
+2
New +$412 ﹤0.01% 615

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

Principia Wealth Advisory's CBOE Position: Q2 2026 in Review

Principia Wealth Advisory increased its Cboe Global Markets (CBOE) stake by 25% in Q2 2026, buying an estimated $306 and bringing the position to 5 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Principia Wealth Advisory first reported a position in CBOE in Q4 2024 and has held it in 7 quarters since. 985 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Principia Wealth Advisory held 5 shares of Cboe Global Markets worth $1.21K as of Q2 2026.
  • Principia Wealth Advisory bought 1 Cboe Global Markets share in Q2 2026, an estimated $306.
  • Cboe Global Markets made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #723 holding.
  • Principia Wealth Advisory first reported a position in Cboe Global Markets in Q4 2024 and has held it in 7 quarters since.
  • 985 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.