PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in CBOE — Cboe Global Markets, Inc.

CIK 2145782 WALTHAM, MA

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Position in CBOE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$164,287

New position

Shares Held

677

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#771

of 977 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $440,939 across 6 Financial Data & Stock Exchanges names. CBOE ranks #1 (37.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBOE	Cboe Global Markets, Inc. This page	677	$164,287
2	FDS	Factset Research Systems Inc	703	$161,746
3	SPGI	S&P Global Inc.	253	$97,335
4	MSCI	MSCI Inc.	15	$8,400
5	ICE	Intercontinental Exchange, Inc.	46	$5,663
6	COIN	Coinbase Global, Inc.	24	$3,508

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$164,287	677	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Position in CBOE

Position in Financial Data & Stock Exchanges

All Filings in CBOE