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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CNO holding history

CNO Financial Group, Inc. in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CNO overviewAll 13F holders of CNOFull Q2 2026 holdings

Shares (Q2 2026)
1,055
Value
$53.8K
% of portfolio
<0.1%
Quarters held
16
Since Q4 2021
Holdings of CNO by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,055$53.8K<0.1%−527−33.3%ReducedHolders
Q1 20261,582$65.0K<0.1%+46+3.0%AddedHolders
Q4 20251,536$65.2K<0.1%−17−1.1%ReducedHolders
Q3 20251,553$61.4K<0.1%+377+32.1%AddedHolders
Q2 20251,176$45.4K<0.1%+649+123.1%AddedHolders
Q1 2025527$21.9K<0.1%+58+12.4%AddedHolders
Q4 2024469$17.5K<0.1%+137+41.3%AddedHolders
Q3 2024332$11.7K<0.1%00.0%UnchangedHolders
Q2 2024332$11.6K<0.1%+100+43.1%AddedHolders
Q1 2024232$6.11K<0.1%−89−27.7%ReducedHolders
Q4 2023321$8.96K<0.1%+110+52.1%AddedHolders
Q3 2023211$5.01K<0.1%00.0%UnchangedHolders
Q2 2023211$4.99K<0.1%+205+3,416.7%AddedHolders
Q1 20236$133<0.1%+6NewHolders
Q2 20220$00.0%−68−100.0%Sold outHolders
Q1 202268$2.00K<0.1%00.0%UnchangedHolders
Q4 202168$2.00K<0.1%–No prior filingHolders