ELEVATION POINT WEALTH PARTNERS, LLC
Position in CBOE — Cboe Global Markets, Inc.
CIK 1744349
DENVER, CO
Position in CBOE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$304,793
-$58,911 QoQ
Shares Held
1,256
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#694
of 977 holders
Holding Since
Mar 2020
24 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $9,123,974 across 9 Financial Data & Stock Exchanges names. CBOE ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
11,389 | $2,515,032 | |
| 2 | SPGI |
S&P Global Inc.
|
5,874 | $2,263,143 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
11,083 | $1,364,428 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
10,300 | $811,846 | |
| 5 | COIN |
Coinbase Global, Inc.
|
5,335 | $779,923 | |
| 6 | MCO |
Moodys Corp /De/
|
964 | $436,614 | |
| 7 | MSCI |
MSCI Inc.
|
770 | $431,230 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
This page
|
1,256 | $304,793 |
All Filings in CBOE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,793 | 1,256 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $363,704 | 1,294 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $315,299 | 1,352 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $303,907 | 1,343 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $250,112 | 1,280 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $270,838 | 1,322 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $1,987,491 | 11,687 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $2,270,902 | 12,360 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $2,335,386 | 13,079 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,131,641 | 13,646 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,883,284 | 13,646 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,831,839 | 13,646 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,712,163 | 13,646 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,601,631 | 13,646 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,544,590 | 13,646 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,561,375 | 13,646 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,779,438 | 13,646 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,690,193 | 13,646 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,624,556 | 13,646 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,346,723 | 13,646 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,283,286 | 13,781 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,209,144 | 13,781 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,285,491 | 13,781 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $1,229,954 | 13,781 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||