Regal Investment Advisors LLC

Position in CBOE — Cboe Global Markets, Inc.

CIK 1559789 KENTWOOD, MI

Position in CBOE

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,201,293

-$91,859 QoQ

Shares Held

4,274

-17.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 48% Shared 0% None 52%

Financial Services · as of Jun 30, 2026

Regal Investment Advisors LLC holds $6,438,266 across 5 Financial Data & Stock Exchanges names.

#	Ticker	Company	Shares	Value (USD)
1	FDS	Factset Research Systems Inc	12,125	$2,789,720
2	CME	Cme Group Inc.	6,538	$1,443,786
3	SPGI	S&P Global Inc.	2,694	$1,038,105
4	COIN	Coinbase Global, Inc.	4,622	$675,690
5	MCO	Moodys Corp /De/	1,084	$490,965

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,201,293	4,274	-17.0%	Shares	Sole	2026-05-14
2025-12-31	$1,293,152	5,152	-4.9%	Shares	Sole	2026-02-17
2025-09-30	$1,328,519	5,417	-5.2%	Shares	Sole	2025-11-13
2025-06-30	$1,332,095	5,712	-21.4%	Shares	Sole	2025-08-11
2025-03-31	$1,645,128	7,270	-13.4%	Shares	Sole	2025-05-12
2024-12-31	$1,640,383	8,395	-61.2%	Shares	Sole	2025-02-13
2024-09-30	$4,432,157	21,634	-2.9%	Shares	Sole	2024-11-12
2024-06-30	$3,787,916	22,274	+0.3%	Shares	Sole	2024-08-15
2024-03-31	$4,082,113	22,218	-6.8%	Shares	Sole	2024-05-15
2023-12-31	$4,255,263	23,831	+16.9%	Shares	Sole	2024-02-14
2023-09-30	$3,185,278	20,391	+17.5%	Shares	Sole	2023-11-13
2023-06-30	$2,394,335	17,349	-5.2%	Shares	Sole	2023-08-11
2023-03-31	$2,455,652	18,293	+852.3%	Shares	Sole	2023-05-11
2022-12-31	$241,027	1,921	+1.3%	Shares	Sole	2023-03-01
2022-09-30	$222,533	1,896	-0.6%	Shares	Sole	2022-11-15
2022-06-30	$215,853	1,907	-0.8%	Shares	Sole	2022-08-09
2022-03-31	$219,915	1,922	+0.1%	Shares	Sole	2022-05-09
2021-12-31	$250,498	1,921	+3.1%	Shares	Sole	2022-02-10
2021-09-30	$230,751	1,863	+3.2%	Shares	Sole	2021-11-05
2021-06-30	$215,004	1,806	—	Shares	Sole	2021-08-09
No filing history on record for this holder in this stock.