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Joel T. Koehneman

Cno Financial Group, Inc.

Assets Managed
$174.427M
Holdings
8
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
-1.17%(2Q avg: 8.03%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cno Financial Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 8 positions.

Assets under management

The assets under management (AUM) of Cno Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 174.427M in assets, with a quarterly growth rate of -1.17% and a 2-quarter average growth rate of 8.03%. The portfolio is managed by Joel T. Koehneman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BKLN
Invesco Senior Loan Etf
Recent Activity
Decreased -7.57%
20.41%
$35.59M
1.744M shares@ $20.42 avg price
SRLN
Spdr Blackstone Senior Loan
Recent Activity
19.84%
$34.601M
862,000 shares@ $40.14 avg price
SPHY
Spdr Portfolio High Yield Bo
Recent Activity
17.1%
$29.826M
1.279M shares@ $23.32 avg price
JNK
Spdr Bloomberg High Yield Bo
Recent Activity
Increased 24.5%
14.23%
$24.811M
259,200 shares@ $95.72 avg price
PSK
Spdr Ice Preferred Securitie
Recent Activity
12.38%
$21.588M
700,000 shares@ $30.84 avg price
USHY
Ishares Broad Usd High Yield
Recent Activity
6.76%
$11.789M
320,000 shares@ $36.84 avg price
FTSL
First Trust Senior Loan Etf
Recent Activity
6.48%
$11.29M
252,000 shares@ $44.8 avg price
HYG
Ishares Iboxx High Yld Corp
Recent Activity
2.83%
$4.933M
62,000 shares@ $79.56 avg price

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