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Sowell Financial Services’s Cboe Global Markets CBOE Stock Holding History

Sowell Financial Services’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 		$345K Buy
1,423
+152
+12% +$46.5K 0.01% 803
2026
Q1 		$357K Buy
1,271
+57
+5% +$15.9K 0.01% 768
2025
Q4 		$305K Buy
1,214
+95
+8% +$23.6K 0.01% 826
2025
Q3 		$274K Buy
1,119
+65
+6% +$15.6K 0.01% 846
2025
Q2 		$246K Sell
1,054
-1,044
-50% -$232K 0.01% 874
2025
Q1 		$475K Buy
+2,098
New +$435K 0.02% 602
2021
Q2 		– Sell
-625
Closed -$67K – 866
2021
Q1 		$67K Buy
625
+132
+27% +$12.9K ﹤0.01% 1532
2020
Q4 		$46K Hold
493
– – ﹤0.01% 1429
2020
Q3 		$43K Sell
493
-901
-65% -$81.1K ﹤0.01% 1266
2020
Q2 		$130K Sell
1,394
-158
-10% -$15.6K 0.01% 882
2020
Q1 		$139K Buy
1,552
+897
+137% +$100K 0.01% 755
2019
Q4 		$79K Buy
655
+38
+6% +$4.46K 0.01% 981
2019
Q3 		$71K Buy
+617
New +$71.4K 0.01% 911

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

Sowell Financial Services's CBOE Position: Q2 2026 in Review

Sowell Financial Services increased its Cboe Global Markets (CBOE) stake by 12% in Q2 2026, buying an estimated $46.5K and bringing the position to 1,423 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #803.

Sowell Financial Services first reported a position in CBOE in Q3 2019 and has held it in 13 quarters since. The position peaked at $475K in Q1 2025. 985 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Sowell Financial Services held 1,423 shares of Cboe Global Markets worth $345K as of Q2 2026.
  • Sowell Financial Services bought 152 Cboe Global Markets shares in Q2 2026, an estimated $46.5K.
  • Cboe Global Markets made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #803 holding.
  • Sowell Financial Services first reported a position in Cboe Global Markets in Q3 2019 and has held it in 13 quarters since.
  • Sowell Financial Services's Cboe Global Markets position peaked at $475K in Q1 2025.
  • 985 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.