Position in CBOE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,227,553
-$4,015,667 QoQ
Shares Held
17,421
-40.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#288
of 977 holders
Holding Since
Mar 2023
14 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, 2026Moran Wealth Management, LLC holds $44,415,286 across 5 Financial Data & Stock Exchanges names. CBOE ranks #5 (9.5% of the industry book) .
All Filings in CBOE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,227,553 | 17,421 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,243,220 | 29,328 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $7,299,080 | 29,080 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,572,945 | 26,801 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,339,347 | 27,183 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,616,267 | 29,238 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,449,958 | 33,009 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,388,226 | 36,063 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,157,532 | 36,208 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,117,290 | 33,295 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,636,960 | 31,569 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,382,159 | 28,053 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,640,703 | 26,380 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $614,819 | 4,580 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||