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Triad Wealth Partners’s Cboe Global Markets CBOE Stock Holding History

Triad Wealth Partners’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 		$1.56M Buy
5,546
+318
+6% +$88.5K 0.12% 124
2025
Q4 		$1.31M Buy
+5,228
New +$1.3M 0.12% 130

Other funds holding CBOE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Triad Wealth Partners's CBOE Position: Q1 2026 in Review

Triad Wealth Partners increased its Cboe Global Markets (CBOE) stake by 6.1% in Q1 2026, buying an estimated $88.5K and bringing the position to 5,546 shares worth $1.56M. The position accounts for 0.12% of the portfolio, ranked #124.

Triad Wealth Partners first reported a position in CBOE in Q4 2025 and has held it in 2 quarters since. 981 funds tracked by Wall St. Rank hold CBOE as of Q1 2026.

  • Triad Wealth Partners held 5,546 shares of Cboe Global Markets worth $1.56M as of Q1 2026.
  • Triad Wealth Partners bought 318 Cboe Global Markets shares in Q1 2026, an estimated $88.5K.
  • Cboe Global Markets made up 0.12% of Triad Wealth Partners's portfolio in Q1 2026, its #124 holding.
  • Triad Wealth Partners first reported a position in Cboe Global Markets in Q4 2025 and has held it in 2 quarters since.
  • 981 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.