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 Q3	$350K	Sell	1,270 -153	-11%	-$43.4K	0.01%	793
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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Sowell Financial Services's CBOE Position: Q3 2026 in Review

Sowell Financial Services reduced its Cboe Global Markets (CBOE) stake by 11% in Q3 2026, selling an estimated $43.4K and leaving 1,270 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #793.

Sowell Financial Services first reported a position in CBOE in Q3 2019 and has held it in 14 quarters since. The position peaked at $475K in Q1 2025. 214 funds tracked by Wall St. Rank hold CBOE as of Q3 2026.

Sowell Financial Services held 1,270 shares of Cboe Global Markets worth $350K as of Q3 2026.
Sowell Financial Services sold 153 Cboe Global Markets shares in Q3 2026, an estimated $43.4K.
Cboe Global Markets made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #793 holding.
Sowell Financial Services first reported a position in Cboe Global Markets in Q3 2019 and has held it in 14 quarters since.
Sowell Financial Services's Cboe Global Markets position peaked at $475K in Q1 2025.
214 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.