Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$272,371
-$213,647 QoQ
Shares Held
988
-45.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,218
of 1,682 holders
Holding Since
Sep 2024
4 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, 2026EARNED WEALTH ADVISORS, LLC holds $1,026,739 across 2 Healthcare Plans names. CI ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,815 | $754,368 | |
| 2 | CI |
Cigna Group
This page
|
988 | $272,371 |
All Filings in CI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,371 | 988 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $486,018 | 1,822 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $514,129 | 1,868 | Shares | Sole | 2026-01-27 | |
| 2024-09-30 | $201,281 | 581 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||