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United Capital Financial Advisors’s Cboe Global Markets CBOE Stock Holding History

United Capital Financial 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
Q2 		$866K Sell
3,567
-198
-5% -$60.6K ﹤0.01% 859
2026
Q1 		$1.06M Sell
3,765
-62
-2% -$17.3K 0.01% 739
2025
Q4 		$961K Buy
3,827
+2,016
+111% +$501K 0.01% 746
2025
Q3 		$444K Buy
1,811
+423
+30% +$102K ﹤0.01% 893
2025
Q2 		$324K Buy
1,388
+37
+3% +$8.24K ﹤0.01% 896
2025
Q1 		$306K Sell
1,351
-48
-3% -$9.96K ﹤0.01% 882
2024
Q4 		$273K Sell
1,399
-26
-2% -$5.35K ﹤0.01% 913
2024
Q3 		$292K Sell
1,425
-1
-0.1% -$196 ﹤0.01% 883
2024
Q2 		$243K Buy
1,426
+89
+7% +$15.8K ﹤0.01% 923
2024
Q1 		$246K Sell
1,337
-64
-5% -$11.8K ﹤0.01% 943
2023
Q4 		$250K Buy
+1,401
New +$240K ﹤0.01% 932
2021
Q3 		– Sell
-2,092
Closed -$249K – 1205
2021
Q2 		$249K Sell
2,092
-321
-13% -$35.2K ﹤0.01% 1075
2021
Q1 		$238K Sell
2,413
-206
-8% -$20.1K ﹤0.01% 1057
2020
Q4 		$244K Sell
2,619
-260
-9% -$22.8K ﹤0.01% 1069
2020
Q3 		$253K Buy
+2,879
New +$259K ﹤0.01% 1005
2016
Q3 		– Sell
-4,208
Closed -$282K – 1265
2016
Q2 		$282K Buy
+4,208
New +$270K ﹤0.01% 1055

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

United Capital Financial Advisors's CBOE Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Cboe Global Markets (CBOE) stake by 5.3% in Q2 2026, selling an estimated $60.6K and leaving 3,567 shares worth $866K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

United Capital Financial Advisors first reported a position in CBOE in Q2 2016 and has held it in 16 quarters since. The position peaked at $1.06M in Q1 2026. 984 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • United Capital Financial Advisors held 3,567 shares of Cboe Global Markets worth $866K as of Q2 2026.
  • United Capital Financial Advisors sold 198 Cboe Global Markets shares in Q2 2026, an estimated $60.6K.
  • Cboe Global Markets made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #859 holding.
  • United Capital Financial Advisors first reported a position in Cboe Global Markets in Q2 2016 and has held it in 16 quarters since.
  • United Capital Financial Advisors's Cboe Global Markets position peaked at $1.06M in Q1 2026.
  • 984 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.