Position in CBOE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,239,315
-$230,681 QoQ
Shares Held
5,107
-2.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#454
of 977 holders
Holding Since
Dec 2023
11 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, 2026HB Wealth Management, LLC holds $33,212,149 across 11 Financial Data & Stock Exchanges names. CBOE ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
79,203 | $9,750,681 | |
| 2 | SPGI |
S&P Global Inc.
|
17,202 | $6,627,749 | |
| 3 | MCO |
Moodys Corp /De/
|
13,535 | $6,130,272 | |
| 4 | MSCI |
MSCI Inc.
|
5,010 | $2,805,800 | |
| 5 | CME |
Cme Group Inc.
|
9,250 | $2,042,677 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
20,140 | $1,587,434 | |
| 7 | FDS |
Factset Research Systems Inc
|
5,909 | $1,359,542 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
This page
|
5,107 | $1,239,315 |
All Filings in CBOE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,239,315 | 5,107 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,469,996 | 5,230 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,252,239 | 4,989 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,317,483 | 5,372 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,138,298 | 4,881 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,135,296 | 5,017 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $750,140 | 3,839 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $708,850 | 3,460 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $540,790 | 3,180 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $307,747 | 1,675 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $247,662 | 1,387 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||