PERSONAL CFO SOLUTIONS, LLC

Position in CBOE — Cboe Global Markets, Inc.

CIK 1677501 CHESTER, NJ

Position in CBOE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$379,293

+$56,906 QoQ

Shares Held

1,563

+36.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#653

of 977 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $2,502,855 across 5 Financial Data & Stock Exchanges names. CBOE ranks #4 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc.	1,238	$693,329
2	MCO	Moodys Corp /De/	1,468	$664,886
3	CME	Cme Group Inc.	1,809	$399,481
4	CBOE	Cboe Global Markets, Inc. This page	1,563	$379,293
5	MORN	Morningstar, Inc.	2,345	$365,866

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$379,293	1,563	+36.3%	Shares	Sole	2026-08-07
2026-03-31	$322,387	1,147	+2.0%	Shares	Sole	2026-04-30
2025-12-31	$282,124	1,124	-2.2%	Shares	Defined	2026-01-22
2025-09-30	$281,792	1,149	-2.3%	Shares	Defined	2025-11-10
2025-06-30	$274,254	1,176	-15.2%	Shares	Defined	2025-08-12
2024-12-31	$270,824	1,386	-26.2%	Shares	Defined	2025-02-07
2024-09-30	$384,745	1,878	-1.8%	Shares	Defined	2024-11-14
2024-06-30	$325,154	1,912	+1.1%	Shares	Defined	2024-08-09
2024-03-31	$347,617	1,892	+37.5%	Shares	Defined	2024-05-13
2023-12-31	$245,698	1,376	—	Shares	Defined	2024-02-13
No filing history on record for this holder in this stock.