Ameriprise
CION icon

Ameriprise’s CION Investment CION Stock Holding History

Ameriprise’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
Q2 		$440K Buy
70,563
+6,549
+10% +$45.8K ﹤0.01% 3693
2026
Q1 		$438K Buy
64,014
+12,840
+25% +$108K ﹤0.01% 3640
2025
Q4 		$495K Buy
51,174
+750
+1% +$7.23K ﹤0.01% 3623
2025
Q3 		$478K Buy
50,424
+1,406
+3% +$14.2K ﹤0.01% 3649
2025
Q2 		$469K Buy
49,018
+8,183
+20% +$77.8K ﹤0.01% 3550
2025
Q1 		$423K Buy
40,835
+8,454
+26% +$98K ﹤0.01% 3556
2024
Q4 		$369K Sell
32,381
-6,950
-18% -$81.1K ﹤0.01% 3643
2024
Q3 		$468K Sell
39,331
-6,621
-14% -$79.9K ﹤0.01% 3506
2024
Q2 		$557K Sell
45,952
-2,603
-5% -$30.7K ﹤0.01% 3385
2024
Q1 		$534K Sell
48,555
-3,433
-7% -$37.8K ﹤0.01% 3395
2023
Q4 		$588K Buy
51,988
+2,315
+5% +$24.6K ﹤0.01% 3389
2023
Q3 		$525K Sell
49,673
-1,390
-3% -$15K ﹤0.01% 3394
2023
Q2 		$530K Sell
51,063
-22,214
-30% -$219K ﹤0.01% 3410
2023
Q1 		$723K Buy
+73,277
New +$768K ﹤0.01% 3288

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ameriprise's CION Position: Q2 2026 in Review

Ameriprise increased its CION Investment (CION) stake by 10% in Q2 2026, buying an estimated $45.8K and bringing the position to 70,563 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #3693.

Ameriprise first reported a position in CION in Q1 2023 and has held it in 14 quarters since. The position peaked at $723K in Q1 2023. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Ameriprise held 70,563 shares of CION Investment worth $440K as of Q2 2026.
  • Ameriprise bought 6,549 CION Investment shares in Q2 2026, an estimated $45.8K.
  • CION Investment made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3693 holding.
  • Ameriprise first reported a position in CION Investment in Q1 2023 and has held it in 14 quarters since.
  • Ameriprise's CION Investment position peaked at $723K in Q1 2023.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.