J.W. COLE ADVISORS, INC.

Position in CI — Cigna Group

CIK 1404763 TAMPA, FL

Position in CI

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,464,136

+$6,243 QoQ

Shares Held

5,311

+0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#660

of 1,679 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $14,768,577 across 5 Healthcare Plans names. CI ranks #3 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	21,280	$8,844,606
2	CVS	CVS HEALTH Corp	24,258	$2,509,490
3	CI	Cigna Group This page	5,311	$1,464,136
4	HUM	Humana Inc	3,140	$1,247,270
5	ELV	Elevance Health, Inc.	1,818	$703,075

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,464,136	5,311	+0.3%	Shares	Sole	2026-07-21
2025-12-31	$1,457,893	5,297	+3.5%	Shares	Sole	2026-02-11
2025-09-30	$1,475,551	5,119	+13.8%	Shares	Sole	2025-11-05
2025-06-30	$1,487,610	4,500	+6.2%	Shares	Sole	2025-08-12
2025-03-31	$1,393,973	4,237	+113.2%	Shares	Sole	2025-05-05
2024-12-31	$548,690	1,987	-3.6%	Shares	Sole	2025-01-31
2024-09-30	$714,012	2,061	-1.2%	Shares	Sole	2024-10-24
2024-06-30	$689,569	2,086	-31.5%	Shares	Sole	2024-08-08
2024-03-31	$1,105,550	3,044	+33.2%	Shares	Sole	2024-04-30
2023-12-31	$684,243	2,285	+23.8%	Shares	Sole	2024-01-31
2023-09-30	$527,799	1,845	-0.3%	Shares	Sole	2023-10-24
2023-06-30	$519,110	1,850	+0.5%	Shares	Sole	2023-07-27
2023-03-31	$470,430	1,841	+1.2%	Shares	Sole	2023-05-03
2022-12-31	$602,707	1,819	+3.8%	Shares	Sole	2023-02-14
2022-09-30	$486,404	1,753	+21.4%	Shares	Sole	2022-10-31
2022-06-30	$380,522	1,444	-3.7%	Shares	Sole	2022-07-27
2022-03-31	$359,415	1,500	-0.1%	Shares	Sole	2022-06-10
2021-12-31	$344,674	1,501	+0.4%	Shares	Sole	2022-01-25
2021-09-30	$299,239	1,495	-0.8%	Shares	Sole	2021-10-26
2021-06-30	$357,264	1,507	+25.4%	Shares	Sole	2021-08-06
2021-03-31	$290,571	1,202	+13.4%	Shares	Sole	2021-04-28
2020-12-31	$220,670	1,060	-25.7%	Shares	Sole	2021-02-12
2020-09-30	$241,578	1,426	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.