Strategic Planning Group
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Strategic Planning Group’s Cboe Global Markets CBOE Stock Holding History

Strategic Planning Group’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 		$18.1M Buy
65,787
+4,094
+7% +$1.16M 1.88% 22
2026
Q2 		$15M Buy
61,693
+4,075
+7% +$1.25M 1.63% 24
2026
Q1 		$16.2M Buy
+57,618
New +$16M 2.26% 16

Other funds holding CBOE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Strategic Planning Group's CBOE Position: Q3 2026 in Review

Strategic Planning Group increased its Cboe Global Markets (CBOE) stake by 6.6% in Q3 2026, buying an estimated $1.16M and bringing the position to 65,787 shares worth $18.1M. The position accounts for 1.88% of the portfolio, ranked #22.

Strategic Planning Group first reported a position in CBOE in Q1 2026 and has held it in 3 quarters since. 713 funds tracked by Wall St. Rank hold CBOE as of Q3 2026.

  • Strategic Planning Group held 65,787 shares of Cboe Global Markets worth $18.1M as of Q3 2026.
  • Strategic Planning Group bought 4,094 Cboe Global Markets shares in Q3 2026, an estimated $1.16M.
  • Cboe Global Markets made up 1.88% of Strategic Planning Group's portfolio in Q3 2026, its #22 holding.
  • Strategic Planning Group first reported a position in Cboe Global Markets in Q1 2026 and has held it in 3 quarters since.
  • 713 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2026.

Based on Strategic Planning Group's 13F filing for Q3 2026, filed 22 Oct 2026.