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Sequoia Financial Advisors’s Cboe Global Markets CBOE Stock Holding History

Sequoia Financial 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 		$1.83M Buy
6,523
+331
+5% +$92.2K 0.01% 631
2025
Q4 		$1.55M Buy
6,192
+3,739
+152% +$930K 0.01% 684
2025
Q3 		$602K Buy
2,453
+151
+7% +$36.3K ﹤0.01% 1042
2025
Q2 		$537K Sell
2,302
-67
-3% -$14.9K ﹤0.01% 963
2025
Q1 		$536K Sell
2,369
-26
-1% -$5.39K ﹤0.01% 827
2024
Q4 		$468K Buy
2,395
+385
+19% +$79.3K ﹤0.01% 831
2024
Q3 		$412K Buy
2,010
+373
+23% +$73.3K ﹤0.01% 825
2024
Q2 		$278K Buy
1,637
+85
+5% +$15.1K ﹤0.01% 921
2024
Q1 		$285K Buy
1,552
+181
+13% +$33.4K ﹤0.01% 882
2023
Q4 		$245K Buy
+1,371
New +$235K ﹤0.01% 1014

Other funds holding CBOE

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return