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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
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

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

Strategic Planning Group's CBOE Position: Q2 2026 in Review

Strategic Planning Group increased its Cboe Global Markets (CBOE) stake by 7.1% in Q2 2026, buying an estimated $1.25M and bringing the position to 61,693 shares worth $15M. The position accounts for 1.63% of the portfolio, ranked #24.

Strategic Planning Group first reported a position in CBOE in Q1 2026 and has held it in 2 quarters since. The position peaked at $16.2M in Q1 2026. 987 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Strategic Planning Group held 61,693 shares of Cboe Global Markets worth $15M as of Q2 2026.
  • Strategic Planning Group bought 4,075 Cboe Global Markets shares in Q2 2026, an estimated $1.25M.
  • Cboe Global Markets made up 1.63% of Strategic Planning Group's portfolio in Q2 2026, its #24 holding.
  • Strategic Planning Group first reported a position in Cboe Global Markets in Q1 2026 and has held it in 2 quarters since.
  • Strategic Planning Group's Cboe Global Markets position peaked at $16.2M in Q1 2026.
  • 987 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.