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Regal Investment Advisors’s Cboe Global Markets CBOE Stock Holding History

Regal Investment Advisors’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 		$1.2M Sell
4,274
-878
-17% -$244K 0.07% 257
2025
Q4 		$1.29M Sell
5,152
-265
-5% -$65.9K 0.08% 242
2025
Q3 		$1.33M Sell
5,417
-295
-5% -$70.9K 0.09% 221
2025
Q2 		$1.33M Sell
5,712
-1,558
-21% -$347K 0.1% 196
2025
Q1 		$1.65M Sell
7,270
-1,125
-13% -$233K 0.13% 165
2024
Q4 		$1.64M Sell
8,395
-13,239
-61% -$2.73M 0.12% 180
2024
Q3 		$4.43M Sell
21,634
-640
-3% -$126K 0.31% 98
2024
Q2 		$3.79M Buy
22,274
+56
+0.3% +$9.94K 0.25% 114
2024
Q1 		$4.08M Sell
22,218
-1,613
-7% -$298K 0.28% 104
2023
Q4 		$4.26M Buy
23,831
+3,440
+17% +$590K 0.32% 92
2023
Q3 		$3.19M Buy
20,391
+3,042
+18% +$448K 0.27% 107
2023
Q2 		$2.39M Sell
17,349
-944
-5% -$129K 0.2% 124
2023
Q1 		$2.46M Buy
18,293
+16,372
+852% +$2.05M 0.22% 123
2022
Q4 		$241K Buy
1,921
+25
+1% +$3.08K 0.02% 422
2022
Q3 		$223K Sell
1,896
-11
-0.6% -$1.32K 0.02% 426
2022
Q2 		$216K Sell
1,907
-15
-0.8% -$1.68K 0.02% 442
2022
Q1 		$220K Buy
1,922
+1
+0.1% +$118 0.02% 483
2021
Q4 		$250K Buy
1,921
+58
+3% +$7.48K 0.02% 471
2021
Q3 		$231K Buy
1,863
+57
+3% +$6.96K 0.02% 477
2021
Q2 		$215K Buy
+1,806
New +$198K 0.02% 502

Other funds holding CBOE

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Regal Investment Advisors's CBOE Position: Q1 2026 in Review

Regal Investment Advisors reduced its Cboe Global Markets (CBOE) stake by 17% in Q1 2026, selling an estimated $244K and leaving 4,274 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #257.

Regal Investment Advisors first reported a position in CBOE in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.43M in Q3 2024. 981 funds tracked by Wall St. Rank hold CBOE as of Q1 2026.

  • Regal Investment Advisors held 4,274 shares of Cboe Global Markets worth $1.2M as of Q1 2026.
  • Regal Investment Advisors sold 878 Cboe Global Markets shares in Q1 2026, an estimated $244K.
  • Cboe Global Markets made up 0.07% of Regal Investment Advisors's portfolio in Q1 2026, its #257 holding.
  • Regal Investment Advisors first reported a position in Cboe Global Markets in Q2 2021 and has held it in 20 quarters since.
  • Regal Investment Advisors's Cboe Global Markets position peaked at $4.43M in Q3 2024.
  • 981 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.