AmeriFlex Group’s CION Investment CION Stock Holding History

AmeriFlex Group’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 Q1	–	Sell	-4,681	Closed	-$54.9K	–	1278
2024 Q4	$54.9K	Buy	+4,681	New	+$54.6K	0.03%	411

Other funds holding CION

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

AmeriFlex Group's CION Position: Q1 2025 in Review

AmeriFlex Group sold out of CION Investment (CION) in Q1 2025, closing a stake of 4,681 shares — an estimated $54.9K sold.

AmeriFlex Group first reported a position in CION in Q4 2024 and held it in 1 quarter. The position peaked at $54.9K in Q4 2024. 173 funds tracked by Wall St. Rank hold CION as of Q1 2025.

AmeriFlex Group reported no remaining CION Investment position as of Q1 2025 after selling out during the quarter.
AmeriFlex Group sold 4,681 CION Investment shares in Q1 2025, an estimated $54.9K.
AmeriFlex Group first reported a position in CION Investment in Q4 2024 and held it in 1 quarter.
AmeriFlex Group's CION Investment position peaked at $54.9K in Q4 2024.
173 funds tracked by Wall St. Rank held CION Investment as of Q1 2025.

Based on AmeriFlex Group's 13F filing for Q1 2025, filed 15 May 2025.