Triad Wealth Partners
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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
Q3 		$337K Sell
1,224
-535
-30% -$152K 0.02% 406
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

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Triad Wealth Partners's CBOE Position: Q3 2026 in Review

Triad Wealth Partners reduced its Cboe Global Markets (CBOE) stake by 30% in Q3 2026, selling an estimated $152K and leaving 1,224 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #406.

Triad Wealth Partners first reported a position in CBOE in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.56M in Q1 2026. 605 funds tracked by Wall St. Rank hold CBOE as of Q3 2026.

  • Triad Wealth Partners held 1,224 shares of Cboe Global Markets worth $337K as of Q3 2026.
  • Triad Wealth Partners sold 535 Cboe Global Markets shares in Q3 2026, an estimated $152K.
  • Cboe Global Markets made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #406 holding.
  • Triad Wealth Partners first reported a position in Cboe Global Markets in Q4 2025 and has held it in 4 quarters since.
  • Triad Wealth Partners's Cboe Global Markets position peaked at $1.56M in Q1 2026.
  • 605 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.