Position in CI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$701,605
+$34,730 QoQ
Shares Held
2,545
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#871
of 1,682 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Outlook Wealth Advisors, LLC holds $1,318,787 across 2 Healthcare Plans names. CI ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
2,545 | $701,605 | |
| 2 | CVS |
CVS HEALTH Corp
|
5,966 | $617,182 |
All Filings in CI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $701,605 | 2,545 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $666,875 | 2,500 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $710,919 | 2,583 | Shares | Sole | 2026-02-11 | |
| 2024-12-31 | $553,936 | 2,006 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $694,612 | 2,005 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $676,346 | 2,046 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $755,435 | 2,080 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $671,067 | 2,241 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $777,252 | 2,717 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $739,100 | 2,634 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $541,979 | 2,121 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $684,217 | 2,065 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $571,865 | 2,061 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $534,418 | 2,028 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $437,048 | 1,824 | Shares | Sole | 2022-07-28 | |
| 2021-12-31 | $410,348 | 1,787 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $328,262 | 1,640 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $379,074 | 1,599 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||