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Valeo Financial Advisors’s Cboe Global Markets CBOE Stock Holding History

Valeo 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 		$210K Buy
+864
New +$264K ﹤0.01% 744
2020
Q3 		– Sell
-25
Closed -$2.25K – 1663
2020
Q2 		$2K Buy
+25
New +$2.46K ﹤0.01% 1732

Other funds holding CBOE

AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
HAM
Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

Valeo Financial Advisors's CBOE Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Cboe Global Markets (CBOE) in Q2 2026: 864 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in CBOE as recently as Q2 2020.

Valeo Financial Advisors first reported a position in CBOE in Q2 2020 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Valeo Financial Advisors held 864 shares of Cboe Global Markets worth $210K as of Q2 2026.
  • Cboe Global Markets was a new Valeo Financial Advisors position in Q2 2026.
  • Cboe Global Markets made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #744 holding.
  • Valeo Financial Advisors first reported a position in Cboe Global Markets in Q2 2020 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.