XY Planning Network’s Cboe Global Markets CBOE Stock Holding History

XY Planning Network’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	$916K	Sell	3,326 -366	-10%	-$104K	0.1%	164
2026 Q2	$896K	Sell	3,692 -362	-9%	-$111K	0.11%	155
2026 Q1	$1.14M	Sell	4,054 -374	-8%	-$104K	0.18%	121
2025 Q4	$1.11M	Sell	4,428 -312	-7%	-$77.6K	0.19%	116
2025 Q3	$1.11M	Hold	4,740	–	–	0.38%	65
2025 Q2	$1.11M	Buy	+4,740	New	+$1.06M	0.38%	65

Other funds holding CBOE

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

XY Planning Network's CBOE Position: Q3 2026 in Review

XY Planning Network reduced its Cboe Global Markets (CBOE) stake by 9.9% in Q3 2026, selling an estimated $104K and leaving 3,326 shares worth $916K. The position accounts for 0.1% of the portfolio, ranked #164.

XY Planning Network first reported a position in CBOE in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.14M in Q1 2026. 214 funds tracked by Wall St. Rank hold CBOE as of Q3 2026.

XY Planning Network held 3,326 shares of Cboe Global Markets worth $916K as of Q3 2026.
XY Planning Network sold 366 Cboe Global Markets shares in Q3 2026, an estimated $104K.
Cboe Global Markets made up 0.1% of XY Planning Network's portfolio in Q3 2026, its #164 holding.
XY Planning Network first reported a position in Cboe Global Markets in Q2 2025 and has held it in 6 quarters since.
XY Planning Network's Cboe Global Markets position peaked at $1.14M in Q1 2026.
214 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.