Position in CI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$218,062
-$19,345 QoQ
Shares Held
791
-11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,316
of 1,682 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Stratos Wealth Advisors, LLC holds $2,871,993 across 3 Healthcare Plans names. CI ranks #3 (7.6% of the industry book) .
All Filings in CI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,062 | 791 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $237,407 | 890 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $299,175 | 1,087 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $368,095 | 1,277 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $418,514 | 1,266 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $471,457 | 1,433 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $450,108 | 1,630 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $562,965 | 1,625 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $537,506 | 1,626 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $594,178 | 1,636 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $709,995 | 2,371 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $688,284 | 2,406 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $422,583 | 1,506 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $384,572 | 1,505 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $502,974 | 1,518 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $443,397 | 1,598 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $432,436 | 1,641 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $379,063 | 1,582 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $524,704 | 2,285 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $296,236 | 1,480 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $390,454 | 1,647 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $353,182 | 1,461 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $283,749 | 1,363 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $230,228 | 1,359 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $305,306 | 1,627 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||