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Smallwood Wealth Investment Management’s Cboe Global Markets CBOE Stock Holding History

Smallwood Wealth Investment Management’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
2025
Q3 		– Sell
-2
Closed -$466 – 538
2025
Q2 		$466 Buy
+2
New +$445 ﹤0.01% 501

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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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Smallwood Wealth Investment Management's CBOE Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Cboe Global Markets (CBOE) in Q3 2025, closing a stake of 2 shares — an estimated $466 sold.

Smallwood Wealth Investment Management first reported a position in CBOE in Q2 2025 and held it in 1 quarter. The position peaked at $466 in Q2 2025. 883 funds tracked by Wall St. Rank hold CBOE as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Cboe Global Markets position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 2 Cboe Global Markets shares in Q3 2025, an estimated $466.
  • Smallwood Wealth Investment Management first reported a position in Cboe Global Markets in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Cboe Global Markets position peaked at $466 in Q2 2025.
  • 883 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.