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Wealthspire Advisors (New York)’s Cboe Global Markets CBOE Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-69
Closed -$16.9K – 1320
2025
Q3 		$16.9K Buy
+69
New +$16.6K ﹤0.01% 1758
2019
Q1 		– Sell
-8
Closed -$1K – 166
2018
Q4 		$1K Buy
+8
New +$833 ﹤0.01% 787

Other funds holding CBOE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wealthspire Advisors (New York)'s CBOE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Cboe Global Markets (CBOE) in Q4 2025, closing a stake of 69 shares — an estimated $16.9K sold.

Wealthspire Advisors (New York) first reported a position in CBOE in Q4 2018 and held it in 2 quarters. The position peaked at $16.9K in Q3 2025. 935 funds tracked by Wall St. Rank hold CBOE as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Cboe Global Markets position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 69 Cboe Global Markets shares in Q4 2025, an estimated $16.9K.
  • Wealthspire Advisors (New York) first reported a position in Cboe Global Markets in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Cboe Global Markets position peaked at $16.9K in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Cboe Global Markets as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.