BSW Wealth Partners

Position in CBOE — Cboe Global Markets, Inc.

CIK 1512601 BOULDER, CO

Position in CBOE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$318,625

-$108 QoQ

Shares Held

1,313

+15.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#688

of 977 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BSW Wealth Partners holds $2,145,490 across 5 Financial Data & Stock Exchanges names. CBOE ranks #3 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	3,249	$717,476
2	SPGI	S&P Global Inc.	1,620	$590,661
3	CBOE	Cboe Global Markets, Inc. This page	1,313	$318,625
4	MCO	Moodys Corp /De/	612	$277,187
5	ICE	Intercontinental Exchange, Inc.	1,962	$241,541

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$318,625	1,313	+15.8%	Shares	Sole	2026-07-15
2026-03-31	$318,733	1,134	—	Shares	Sole	2026-04-14
No filing history on record for this holder in this stock.