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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
Q2 		$524K Sell
1,759
-3,787
-68% -$1.16M 0.03% 302
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 $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

Triad Wealth Partners's CBOE Position: Q2 2026 in Review

Triad Wealth Partners reduced its Cboe Global Markets (CBOE) stake by 68% in Q2 2026, selling an estimated $1.16M and leaving 1,759 shares worth $524K. The position accounts for 0.03% of the portfolio, ranked #302.

Triad Wealth Partners first reported a position in CBOE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.56M in Q1 2026. 990 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Triad Wealth Partners held 1,759 shares of Cboe Global Markets worth $524K as of Q2 2026.
  • Triad Wealth Partners sold 3,787 Cboe Global Markets shares in Q2 2026, an estimated $1.16M.
  • Cboe Global Markets made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #302 holding.
  • Triad Wealth Partners first reported a position in Cboe Global Markets in Q4 2025 and has held it in 3 quarters since.
  • Triad Wealth Partners's Cboe Global Markets position peaked at $1.56M in Q1 2026.
  • 990 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.