Allworth Financial’s CION Investment CION Stock Holding History

Allworth Financial’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
2026 Q3	$21.4K	Buy	+3,441	New	+$23.6K	﹤0.01%	3274
2026 Q2	–	Sell	-5	Closed	-$35	–	5194
2026 Q1	$35	Buy	+5	New	+$42	﹤0.01%	5095
2024 Q4	–	Sell	-1,689	Closed	-$20.1K	–	3959
2024 Q3	$20.1K	Hold	1,689	–	–	﹤0.01%	1909
2024 Q2	$20.6K	Hold	1,689	–	–	﹤0.01%	1864
2024 Q1	$18.6K	Hold	1,689	–	–	﹤0.01%	1812
2023 Q4	$19.1K	Hold	1,689	–	–	﹤0.01%	1678
2023 Q3	$17.9K	Sell	1,689 -1,999	-54%	-$21.6K	﹤0.01%	1599
2023 Q2	$38.3K	Hold	3,688	–	–	﹤0.01%	1221
2023 Q1	$36.4K	Hold	3,688	–	–	﹤0.01%	1186
2022 Q4	$36K	Hold	3,688	–	–	﹤0.01%	1140
2022 Q3	$31K	Buy	3,688 +1,229	+50%	+$11.5K	﹤0.01%	1118
2022 Q2	$21K	Sell	2,459 -3,503	-59%	-$37.6K	﹤0.01%	1218
2022 Q1	$88K	Sell	5,962 -4,744	-44%	-$61.4K	﹤0.01%	754
2021 Q4	$140K	Buy	+10,706	New	+$138K	﹤0.01%	604

Other funds holding CION

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Allworth Financial's CION Position: Q3 2026 in Review

Allworth Financial opened a new position in CION Investment (CION) in Q3 2026: 3,441 shares worth $21.4K. The stake represents ﹤0.01% of the portfolio and ranks #3274 among its holdings. This is a return to the name: Allworth Financial previously reported a position in CION as recently as Q1 2026.

Allworth Financial first reported a position in CION in Q4 2021 and has held it in 14 quarters since. The position peaked at $140K in Q4 2021. 74 funds tracked by Wall St. Rank hold CION as of Q3 2026.

Allworth Financial held 3,441 shares of CION Investment worth $21.4K as of Q3 2026.
CION Investment was a new Allworth Financial position in Q3 2026.
CION Investment made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #3274 holding.
Allworth Financial first reported a position in CION Investment in Q4 2021 and has held it in 14 quarters since.
Allworth Financial's CION Investment position peaked at $140K in Q4 2021.
74 funds tracked by Wall St. Rank held CION Investment as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.