SFWA
CBOE icon

Summit Financial Wealth Advisors’s Cboe Global Markets CBOE Stock Holding History

Summit Financial Wealth Advisors’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
Q1 		– Sell
-887
Closed -$223K – 198
2025
Q4 		$223K Hold
887
– – 0.03% 181
2025
Q3 		$214K Buy
+887
New +$213K 0.03% 171

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Summit Financial Wealth Advisors's CBOE Position: Q1 2026 in Review

Summit Financial Wealth Advisors sold out of Cboe Global Markets (CBOE) in Q1 2026, closing a stake of 887 shares — an estimated $223K sold.

Summit Financial Wealth Advisors first reported a position in CBOE in Q3 2025 and held it in 2 quarters. The position peaked at $223K in Q4 2025. 991 funds tracked by Wall St. Rank hold CBOE as of Q1 2026.

  • Summit Financial Wealth Advisors reported no remaining Cboe Global Markets position as of Q1 2026 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 887 Cboe Global Markets shares in Q1 2026, an estimated $223K.
  • Summit Financial Wealth Advisors first reported a position in Cboe Global Markets in Q3 2025 and held it in 2 quarters.
  • Summit Financial Wealth Advisors's Cboe Global Markets position peaked at $223K in Q4 2025.
  • 991 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2026, filed 26 May 2026.