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CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

CBOE holding history

Cboe Global Markets, Inc. in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CBOE overviewAll 13F holders of CBOEFull Q2 2026 holdings

Shares (Q2 2026)
15,762
Value
$3.82M
% of portfolio
0.2%
Quarters held
20
Since Q3 2021
Holdings of CBOE by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,762$3.82M0.2%+10,083+177.5%AddedHolders
Q1 20265,679$1.60M0.1%+4,383+338.2%AddedHolders
Q4 20251,296$325.3K<0.1%+47+3.8%AddedHolders
Q3 20251,249$306.3K<0.1%+22+1.8%AddedHolders
Q2 20251,227$286.1K<0.1%−171−12.2%ReducedHolders
Q1 20251,398$316.4K<0.1%+78+5.9%AddedHolders
Q4 20241,320$257.9K<0.1%−70−5.0%ReducedHolders
Q3 20241,390$284.8K<0.1%−144−9.4%ReducedHolders
Q2 20241,534$260.9K<0.1%−888−36.7%ReducedHolders
Q1 20242,422$445.0K<0.1%−73−2.9%ReducedHolders
Q4 20232,495$445.5K<0.1%+152+6.5%AddedHolders
Q3 20232,343$366.0K<0.1%−541−18.8%ReducedHolders
Q2 20232,884$398.0K<0.1%+79+2.8%AddedHolders
Q1 20232,805$376.5K<0.1%+79+2.9%AddedHolders
Q4 20222,726$342.0K<0.1%+236+9.5%AddedHolders
Q3 20222,490$292.0K<0.1%−194−7.2%ReducedHolders
Q2 20222,684$304.0K<0.1%−486−15.3%ReducedHolders
Q1 20223,170$363.0K<0.1%−4,637−59.4%ReducedHolders
Q4 20217,807$1.02M0.1%+5,038+181.9%AddedHolders
Q3 20212,769$343.0K<0.1%+2,769NewHolders