AFAS
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Acorn Financial Advisory Services’s CION Investment CION Stock Holding History

Acorn Financial Advisory Services’s Portfolio CION Stock Details CION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-267,862
Closed -$2.54M – 217
2025
Q3 		$2.54M Buy
267,862
+228
+0.1% +$2.3K 0.39% 34
2025
Q2 		$2.56M Buy
267,634
+14,007
+6% +$133K 0.42% 30
2025
Q1 		$2.63M Sell
253,627
-71
-0% -$823 0.47% 26
2024
Q4 		$2.89M Buy
253,698
+345
+0.1% +$4.03K 0.48% 29
2024
Q3 		$3.01M Buy
253,353
+2,267
+0.9% +$27.4K 0.53% 24
2024
Q2 		$3.04M Buy
251,086
+5,145
+2% +$60.8K 0.57% 21
2024
Q1 		$2.71M Sell
245,941
-16,264
-6% -$179K 0.51% 25
2023
Q4 		$2.97M Sell
262,205
-22,713
-8% -$241K 0.52% 20
2023
Q3 		$3.01M Sell
284,918
-8,128
-3% -$88K 0.54% 27
2023
Q2 		$3.04M Buy
293,046
+3,462
+1% +$34.1K 0.54% 23
2023
Q1 		$2.86M Buy
289,584
+2,205
+0.8% +$23.1K 0.56% 21
2022
Q4 		$2.8M Sell
287,379
-18,820
-6% -$183K 0.59% 20
2022
Q3 		$2.6M Buy
306,199
+102,563
+50% +$963K 0.62% 20
2022
Q2 		$1.77M Buy
203,636
+104,995
+106% +$1.13M 0.42% 30
2022
Q1 		$1.46M Buy
+98,641
New +$1.28M 0.29% 58

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Acorn Financial Advisory Services's CION Position: Q4 2025 in Review

Acorn Financial Advisory Services sold out of CION Investment (CION) in Q4 2025, closing a stake of 267,862 shares — an estimated $2.54M sold.

Acorn Financial Advisory Services first reported a position in CION in Q1 2022 and held it in 15 quarters. The position peaked at $3.04M in Q2 2024. 165 funds tracked by Wall St. Rank hold CION as of Q4 2025.

  • Acorn Financial Advisory Services reported no remaining CION Investment position as of Q4 2025 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 267,862 CION Investment shares in Q4 2025, an estimated $2.54M.
  • Acorn Financial Advisory Services first reported a position in CION Investment in Q1 2022 and held it in 15 quarters.
  • Acorn Financial Advisory Services's CION Investment position peaked at $3.04M in Q2 2024.
  • 165 funds tracked by Wall St. Rank held CION Investment as of Q4 2025.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2025, filed 3 Feb 2026.