Position in CBOE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$504,268
+$13,801 QoQ
Shares Held
2,078
+19.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#601
of 977 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026BIP Wealth, LLC holds $818,729 across 2 Financial Data & Stock Exchanges names. CBOE ranks #1 (61.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
This page
|
2,078 | $504,268 | |
| 2 | CME |
Cme Group Inc.
|
1,424 | $314,461 |
All Filings in CBOE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,268 | 2,078 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $490,467 | 1,745 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $380,265 | 1,515 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||