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Wealth Alliance’s Cboe Global Markets CBOE Stock Holding History

Wealth Alliance’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
Q1 		$274K Sell
975
-32
-3% -$8.91K 0.03% 459
2025
Q4 		$253K Buy
1,007
+43
+4% +$10.7K 0.02% 477
2025
Q3 		$236K Buy
+964
New +$232K 0.02% 490
2025
Q2 		– Sell
-1,045
Closed -$237K – 544
2025
Q1 		$237K Buy
+1,045
New +$217K 0.03% 458
2024
Q4 		– Sell
-1,090
Closed -$223K – 501
2024
Q3 		$223K Sell
1,090
-111
-9% -$21.8K 0.03% 476
2024
Q2 		$204K Buy
1,201
+39
+3% +$6.92K 0.03% 483
2024
Q1 		$214K Sell
1,162
-28
-2% -$5.17K 0.03% 476
2023
Q4 		$212K Buy
+1,190
New +$204K 0.03% 471

Other funds holding CBOE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wealth Alliance's CBOE Position: Q1 2026 in Review

Wealth Alliance reduced its Cboe Global Markets (CBOE) stake by 3.2% in Q1 2026, selling an estimated $8.91K and leaving 975 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #459.

Wealth Alliance first reported a position in CBOE in Q4 2023 and has held it in 8 quarters since. 980 funds tracked by Wall St. Rank hold CBOE as of Q1 2026.

  • Wealth Alliance held 975 shares of Cboe Global Markets worth $274K as of Q1 2026.
  • Wealth Alliance sold 32 Cboe Global Markets shares in Q1 2026, an estimated $8.91K.
  • Cboe Global Markets made up 0.03% of Wealth Alliance's portfolio in Q1 2026, its #459 holding.
  • Wealth Alliance first reported a position in Cboe Global Markets in Q4 2023 and has held it in 8 quarters since.
  • 980 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.