Peak Retirement Planning, Inc.
PensionPosition in CBOE — Cboe Global Markets, Inc.
CIK 2056697
COLUMBUS, OH
Position in CBOE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,824,193
+$577,320 QoQ
Shares Held
11,638
+45.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#340
of 977 holders
Holding Since
Dec 2024
7 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, 2026Peak Retirement Planning, Inc. holds $5,661,196 across 2 Financial Data & Stock Exchanges names. CBOE ranks #2 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
12,847 | $2,837,003 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
This page
|
11,638 | $2,824,193 |
All Filings in CBOE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,824,193 | 11,638 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,246,873 | 7,994 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,009,255 | 8,005 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,834,224 | 7,479 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,306,675 | 5,603 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $1,067,183 | 4,716 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $814,427 | 4,168 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||