Position in CBOE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$220,101
-$34,266 QoQ
Shares Held
907
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#744
of 980 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $13,443,207 across 10 Financial Data & Stock Exchanges names. CBOE ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
60,219 | $7,413,560 | |
| 2 | SPGI |
S&P Global Inc.
|
5,934 | $2,286,356 | |
| 3 | CME |
Cme Group Inc.
|
5,333 | $1,177,686 | |
| 4 | FDS |
Factset Research Systems Inc
|
2,750 | $632,719 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
5,717 | $450,613 | |
| 6 | COIN |
Coinbase Global, Inc.
|
3,024 | $442,078 | |
| 7 | MSCI |
MSCI Inc.
|
667 | $373,546 | |
| 8 | TRU |
TransUnion
|
3,302 | $238,205 |
All Filings in CBOE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,101 | 907 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $254,367 | 905 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $216,864 | 864 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $218,762 | 892 | Shares | Sole | 2025-10-29 | |
| 2020-12-31 | $24,863 | 267 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $23,426 | 267 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $26,771 | 287 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $27,667 | 310 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||