CreativeOne Wealth, LLC

Position in CI — Cigna Group

CIK 1739728 OVERLAND PARK, KS

Position in CI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$466,449

+$15,643 QoQ

Shares Held

1,692

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,010

of 1,679 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $10,316,432 across 4 Healthcare Plans names. CI ranks #4 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	19,280	$8,013,345
2	CVS	CVS HEALTH Corp	8,995	$930,531
3	ELV	Elevance Health, Inc.	2,343	$906,107
4	CI	Cigna Group This page	1,692	$466,449

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$466,449	1,692	+0.1%	Shares	Other	2026-08-13
2026-03-31	$450,806	1,690	+2.5%	Shares	Other	2026-05-15
2025-12-31	$453,578	1,648	+6.5%	Shares	Other	2026-02-13
2025-09-30	$446,211	1,548	-11.3%	Shares	Other	2025-11-13
2025-06-30	$576,861	1,745	+49.3%	Shares	Other	2025-08-12
2025-03-31	$384,601	1,169	-0.2%	Shares	Other	2025-05-14
2024-12-31	$323,359	1,171	-3.9%	Shares	Other	2025-02-13
2024-09-30	$422,309	1,219	+3.0%	Shares	Other	2024-11-13
2024-06-30	$391,394	1,184	-5.4%	Shares	Sole	2024-08-14
2024-03-31	$454,350	1,251	-0.4%	Shares	Sole	2024-05-14
2023-06-30	$352,433	1,256	-4.6%	Shares	Sole	2023-08-14
2023-03-31	$336,277	1,316	+1.5%	Shares	Sole	2023-05-15
2022-12-31	$429,747	1,297	-2.1%	Shares	Sole	2023-02-15
2022-09-30	$367,647	1,325	+20.7%	Shares	Sole	2022-11-15
2022-06-30	$289,344	1,098	-8.3%	Shares	Sole	2022-08-12
2022-03-31	$286,813	1,197	-0.5%	Shares	Sole	2022-05-13
2021-12-31	$276,244	1,203	-13.2%	Shares	Sole	2022-02-15
2021-09-30	$277,421	1,386	+9.7%	Shares	Sole	2021-11-16
2021-06-30	$299,655	1,264	+27.7%	Shares	Sole	2021-08-13
2021-03-31	$239,321	990	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.