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True Wealth Design’s Cboe Global Markets CBOE Stock Holding History

True Wealth Design’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 		$11.2K Buy
46
+3
+7% +$918 ﹤0.01% 1027
2026
Q1 		$12.1K Hold
43
– – ﹤0.01% 915
2025
Q4 		$10.8K Sell
43
-1
-2% -$249 ﹤0.01% 832
2025
Q3 		$10.8K Buy
44
+2
+5% +$481 ﹤0.01% 804
2025
Q2 		$9.79K Buy
42
+3
+8% +$668 ﹤0.01% 593
2025
Q1 		$8.83K Buy
39
+8
+26% +$1.66K ﹤0.01% 510
2024
Q4 		$6.06K Hold
31
– – ﹤0.01% 500
2024
Q3 		$6.35K Hold
31
– – ﹤0.01% 507
2024
Q2 		$5.27K Hold
31
– – ﹤0.01% 277
2024
Q1 		$5.7K Hold
31
– – ﹤0.01% 272
2023
Q4 		$5.54K Buy
+31
New +$5.31K ﹤0.01% 259

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

True Wealth Design's CBOE Position: Q2 2026 in Review

True Wealth Design increased its Cboe Global Markets (CBOE) stake by 7% in Q2 2026, buying an estimated $918 and bringing the position to 46 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

True Wealth Design first reported a position in CBOE in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.1K in Q1 2026. 982 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • True Wealth Design held 46 shares of Cboe Global Markets worth $11.2K as of Q2 2026.
  • True Wealth Design bought 3 Cboe Global Markets shares in Q2 2026, an estimated $918.
  • Cboe Global Markets made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1027 holding.
  • True Wealth Design first reported a position in Cboe Global Markets in Q4 2023 and has held it in 11 quarters since.
  • True Wealth Design's Cboe Global Markets position peaked at $12.1K in Q1 2026.
  • 982 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.