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Livermore
Livermore
ZHEN

Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

CI holding history

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

CI overviewAll 13F holders of CIFull Q2 2026 holdings

Shares (Q2 2026)
2,545
Value
$701.5K
% of portfolio
0.2%
Quarters held
18
Since Q2 2021
Holdings of CI by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,545$701.5K0.2%+45+1.8%AddedHolders
Q1 20262,500$667.0K0.2%−83−3.2%ReducedHolders
Q4 20252,583$711.0K0.2%+2,583NewHolders
Q1 20250$00.0%−2,006−100.0%Sold outHolders
Q4 20242,006$554.0K0.2%+10.0%AddedHolders
Q3 20242,005$694.7K0.2%−41−2.0%ReducedHolders
Q2 20242,046$676.4K0.3%−34−1.6%ReducedHolders
Q1 20242,080$755.4K0.2%−161−7.2%ReducedHolders
Q4 20232,241$671.0K0.2%−476−17.5%ReducedHolders
Q3 20232,717$777.2K0.3%+83+3.2%AddedHolders
Q2 20232,634$739.1K0.3%+513+24.2%AddedHolders
Q1 20232,121$541.9K0.2%+56+2.7%AddedHolders
Q4 20222,065$684.1K0.3%+4+0.2%AddedHolders
Q3 20222,061$572.0K0.3%+33+1.6%AddedHolders
Q2 20222,028$534.0K0.2%+204+11.2%AddedHolders
Q1 20221,824$437.0K0.1%+37+2.1%AddedHolders
Q4 20211,787$410.0K0.1%+147+9.0%AddedHolders
Q3 20211,640$328.0K0.1%+41+2.6%AddedHolders
Q2 20211,599$379.0K0.1%+1,599NewHolders