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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
Q2 		– Sell
-4,274
Closed -$1.2M – 654
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 $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

Regal Investment Advisors's CBOE Position: Q2 2026 in Review

Regal Investment Advisors sold out of Cboe Global Markets (CBOE) in Q2 2026, closing a stake of 4,274 shares — an estimated $1.2M sold.

Regal Investment Advisors first reported a position in CBOE in Q2 2021 and held it in 20 quarters. The position peaked at $4.43M in Q3 2024. 990 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Regal Investment Advisors reported no remaining Cboe Global Markets position as of Q2 2026 after selling out during the quarter.
  • Regal Investment Advisors sold 4,274 Cboe Global Markets shares in Q2 2026, an estimated $1.2M.
  • Regal Investment Advisors first reported a position in Cboe Global Markets in Q2 2021 and held it in 20 quarters.
  • Regal Investment Advisors's Cboe Global Markets position peaked at $4.43M in Q3 2024.
  • 990 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.