James T. Borello RIA
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James T. Borello RIA’s Cboe Global Markets CBOE Stock Holding History

James T. Borello RIA’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
Q3 		$6.61K Sell
24
-2
-8% -$567 ﹤0.01% 715
2026
Q2 		$6.31K Buy
26
+1
+4% +$306 ﹤0.01% 720
2026
Q1 		$7.03K Hold
25
– – ﹤0.01% 669
2025
Q4 		$6.28K Buy
25
+16
+178% +$3.98K ﹤0.01% 517
2025
Q3 		$2.21K Buy
+9
New +$2.16K ﹤0.01% 707

Other funds holding CBOE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Harmony Asset Management
Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Strategic Planning Group
Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

James T. Borello RIA's CBOE Position: Q3 2026 in Review

James T. Borello RIA reduced its Cboe Global Markets (CBOE) stake by 7.7% in Q3 2026, selling an estimated $567 and leaving 24 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

James T. Borello RIA first reported a position in CBOE in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.03K in Q1 2026. 199 funds tracked by Wall St. Rank hold CBOE as of Q3 2026.

  • James T. Borello RIA held 24 shares of Cboe Global Markets worth $6.61K as of Q3 2026.
  • James T. Borello RIA sold 2 Cboe Global Markets shares in Q3 2026, an estimated $567.
  • Cboe Global Markets made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #715 holding.
  • James T. Borello RIA first reported a position in Cboe Global Markets in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Cboe Global Markets position peaked at $7.03K in Q1 2026.
  • 199 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.