AXXCESS WEALTH MANAGEMENT, LLC

Position in CBOE — Cboe Global Markets, Inc.

CIK 1911056 CARLSBAD, CA

Position in CBOE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$207,482

-$25,697 QoQ

Shares Held

855

-8.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#757

of 977 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $4,859,802 across 6 Financial Data & Stock Exchanges names. CBOE ranks #6 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MORN	Morningstar, Inc.	16,454	$2,567,153
2	COIN	Coinbase Global, Inc.	5,429	$793,665
3	SPGI	S&P Global Inc.	1,681	$647,543
4	ICE	Intercontinental Exchange, Inc.	3,029	$372,900
5	MSCI	MSCI Inc.	484	$271,059
6	CBOE	Cboe Global Markets, Inc. This page	855	$207,482

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,482	855	-8.0%	Shares	Sole	2026-07-28
2025-12-31	$233,179	929	-24.9%	Shares	Sole	2026-02-19
2025-09-30	$303,374	1,237	+2.1%	Shares	Sole	2025-11-07
2025-06-30	$282,417	1,211	-5.8%	Shares	Sole	2025-07-28
2025-03-31	$290,782	1,285	-0.5%	Shares	Sole	2025-04-30
2024-12-31	$252,261	1,291	-0.4%	Shares	Sole	2025-02-10
2024-09-30	$265,511	1,296	-1.8%	Shares	Sole	2024-11-04
2024-06-30	$224,479	1,320	0.0%	Shares	Sole	2024-08-09
2024-03-31	$242,523	1,320	0.0%	Shares	Sole	2024-05-14
2023-12-31	$235,699	1,320	-3.9%	Shares	Sole	2024-02-06
2023-09-30	$214,632	1,374	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.