Principle Wealth Partners’s Cboe Global Markets CBOE Stock Holding History

Principle Wealth Partners’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 Q1	$393K	Sell	1,400 -200	-13%	-$55.7K	0.02%	281
2025 Q4	$402K	Hold	1,600	–	–	0.02%	274
2025 Q3	$392K	Hold	1,600	–	–	0.02%	266
2025 Q2	$373K	Hold	1,600	–	–	0.02%	270
2025 Q1	$362K	Hold	1,600	–	–	0.03%	258
2024 Q4	$313K	Hold	1,600	–	–	0.02%	278
2024 Q3	$328K	Hold	1,600	–	–	0.02%	271
2024 Q2	$272K	Hold	1,600	–	–	0.02%	290
2024 Q1	$294K	Hold	1,600	–	–	0.02%	280
2023 Q4	$286K	Hold	1,600	–	–	0.02%	274
2023 Q3	$250K	Hold	1,600	–	–	0.03%	281
2023 Q2	$221K	Hold	1,600	–	–	0.02%	306
2023 Q1	$215K	Hold	1,600	–	–	0.02%	302
2022 Q4	$201K	Buy	+1,600	New	+$197K	0.02%	305
2022 Q1	–	Sell	-1,600	Closed	-$209K	–	318
2021 Q4	$209K	Buy	+1,600	New	+$206K	0.02%	308
2020 Q3	–	Sell	-610	Closed	-$57K	–	194
2020 Q2	$57K	Buy	+610	New	+$60.1K	0.02%	264

Other funds holding CBOE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Principle Wealth Partners's CBOE Position: Q1 2026 in Review

Principle Wealth Partners reduced its Cboe Global Markets (CBOE) stake by 13% in Q1 2026, selling an estimated $55.7K and leaving 1,400 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #281.

Principle Wealth Partners first reported a position in CBOE in Q2 2020 and has held it in 16 quarters since. The position peaked at $402K in Q4 2025. 980 funds tracked by Wall St. Rank hold CBOE as of Q1 2026.

Principle Wealth Partners held 1,400 shares of Cboe Global Markets worth $393K as of Q1 2026.
Principle Wealth Partners sold 200 Cboe Global Markets shares in Q1 2026, an estimated $55.7K.
Cboe Global Markets made up 0.02% of Principle Wealth Partners's portfolio in Q1 2026, its #281 holding.
Principle Wealth Partners first reported a position in Cboe Global Markets in Q2 2020 and has held it in 16 quarters since.
Principle Wealth Partners's Cboe Global Markets position peaked at $402K in Q4 2025.
980 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.