Position in CNO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,044,529
+$192,863 QoQ
Shares Held
20,489
-1.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#165
of 381 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in CNO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026IBEX WEALTH ADVISORS holds $22,755,847 across 3 Insurance - Life names. CNO ranks #3 (4.6% of the industry book) .
All Filings in CNO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,044,529 | 20,489 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $851,666 | 20,742 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $890,723 | 20,973 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $853,212 | 21,573 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $849,184 | 22,011 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $979,524 | 23,518 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $737,911 | 19,831 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $518,779 | 18,715 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $530 | 19 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $466,080 | 19,641 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||