AMJ Financial Wealth Management CBOE — CBOE GLOBAL MKTS INC COM

Ownership history in AMJ Financial Wealth Management  ·  19 quarters on record

AI Ownership Summary

AMJ Financial Wealth Management reported CBOE GLOBAL MKTS INC COM (CBOE) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 1.13% in 2025 Q2. The latest visible filing shows CBOE at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CBOE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AMJ Financial Wealth Management's position in CBOE GLOBAL MKTS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CBOE was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CBOE stock page AMJ Financial Wealth Management fund profile AMJ Financial Wealth Management full holdings
How AMJ Financial Wealth Management held CBOE — position size vs. price
% of Fund (quarterly)    CBOE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 95.8% +4.4% ❌ 824 -18,634 -95.8% 0.05% $202K 2025-11-10 $258.50
2025 Q2 ADDED — — — 19,458 +15,448 +385.2% 1.13% $4.5M 2025-08-13 $244.83
2025 Q1 REDUCED — — — 4,010 -5 -0.1% 0.27% $907K 2025-05-12 $219.96
2024 Q4 REDUCED — — — 4,015 -115 -2.8% 0.22% $785K 2025-02-06 $205.29
2024 Q3 REDUCED 5.8% -4.1% ✅ 4,130 -252 -5.8% 0.24% $846K 2024-11-12 $197.25
2024 Q2 REDUCED 5.9% +20.8% ❌ 4,382 -274 -5.9% 0.23% $745K 2024-08-07 $199.38
2024 Q1 REDUCED 9.1% -6.1% ✅ 4,656 -467 -9.1% 0.29% $855K 2024-05-07 $181.08
2023 Q4 ADDED — — — 5,123 +253 +5.2% 0.38% $915K 2024-02-12 $180.75
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CBOE

As of 2026 Q1 — sorted by position size

Shelter Rock Management, LLC 5.45% McGuire Investment Group, LLC 3Y 7Y 2.91% RBA Wealth Management, LLC 3Y 2.61% Aull & Monroe Investment Management Corp 3Y 7Y 2.45% STRATEGIC PLANNING GROUP, LLC 2.26% PROMETHIUM ADVISORS,LLC 2.22% Goodman Advisory Group, LLC 3Y 2.19% ISTHMUS PARTNERS, LLC 3Y 7Y 1.65% Blue Zone Wealth Advisors, LLC 3Y 1.51% Parrish Capital LLC 1.42%

FAQ About AMJ Financial Wealth Management and CBOE

These are the practical questions this page is built to answer before you even open the full history table.

How long has AMJ Financial Wealth Management reported owning CBOE?

AMJ Financial Wealth Management reported CBOE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported CBOE position in AMJ Financial Wealth Management's portfolio?

The largest reported portfolio weight for CBOE was 1.13% in 2025 Q2.

What is the latest reported CBOE position on this page?

The most recent filing on this page is 2025 Q3, when AMJ Financial Wealth Management reported 824 shares, equal to 0.05% of portfolio, with an estimated market value of $202K.

What does the chart on this CBOE ownership page compare?

The chart compares AMJ Financial Wealth Management's quarterly CBOE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AMJ Financial Wealth Management time their CBOE position?

Based on 13F filing dates vs. subsequent CBOE price moves, AMJ Financial Wealth Management correctly timed 9 out of 18 reported position changes (50%). The annualised alpha on CBOE relative to SPY over the holding period was +9.1%.

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