Position in CBOE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$970
-$2,402 QoQ
Shares Held
4
-66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#954
of 977 holders
Holding Since
Dec 2024
6 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, 2026Activest Wealth Management holds $500,427 across 11 Financial Data & Stock Exchanges names. CBOE ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
2,627 | $384,041 | |
| 2 | MCO |
Moodys Corp /De/
|
83 | $37,592 | |
| 3 | MSCI |
MSCI Inc.
|
51 | $28,562 | |
| 4 | FDS |
Factset Research Systems Inc
|
121 | $27,839 | |
| 5 | MORN |
Morningstar, Inc.
|
52 | $8,113 | |
| 6 | SPGI |
S&P Global Inc.
|
20 | $7,320 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
62 | $4,886 | |
| 8 | CME |
Cme Group Inc.
|
5 | $1,104 |
All Filings in CBOE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $970 | 4 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,372 | 12 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 | $4,905 | 20 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,197 | 18 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,430 | 24 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $195 | 1 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||