AWM
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Apollon Wealth Management’s CION Investment CION Stock Holding History

Apollon Wealth Management’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 		$542K Buy
87,043
+2,809
+3% +$19.6K 0.01% 973
2026
Q1 		$576K Buy
84,234
+1,050
+1% +$8.82K 0.01% 800
2025
Q4 		$804K Buy
83,184
+15,912
+24% +$153K 0.01% 661
2025
Q3 		$638K Sell
67,272
-2,435
-3% -$24.6K 0.01% 738
2025
Q2 		$667K Buy
69,707
+15,250
+28% +$145K 0.01% 687
2025
Q1 		$564K Buy
54,457
+1,710
+3% +$19.8K 0.01% 700
2024
Q4 		$601K Buy
52,747
+7,060
+15% +$82.4K 0.01% 682
2024
Q3 		$544K Buy
45,687
+20,498
+81% +$247K 0.02% 678
2024
Q2 		$305K Buy
25,189
+5,325
+27% +$62.9K 0.01% 858
2024
Q1 		$219K Buy
19,864
+4,521
+29% +$49.8K 0.01% 1009
2023
Q4 		$174K Buy
15,343
+4,420
+40% +$47K 0.01% 1014
2023
Q3 		$115K Sell
10,923
-1,425
-12% -$15.4K 0.01% 859
2023
Q2 		$128K Buy
+12,348
New +$122K 0.01% 892
2023
Q1 		– Sell
-59,396
Closed -$579K – 880
2022
Q4 		$579K Sell
59,396
-10,280
-15% -$99.8K 0.04% 461
2022
Q3 		$592K Buy
69,676
+48,578
+230% +$456K 0.05% 400
2022
Q2 		$184K Buy
+21,098
New +$227K 0.02% 689

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

Apollon Wealth Management's CION Position: Q2 2026 in Review

Apollon Wealth Management increased its CION Investment (CION) stake by 3.3% in Q2 2026, buying an estimated $19.6K and bringing the position to 87,043 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #973.

Apollon Wealth Management first reported a position in CION in Q2 2022 and has held it in 16 quarters since. The position peaked at $804K in Q4 2025. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Apollon Wealth Management held 87,043 shares of CION Investment worth $542K as of Q2 2026.
  • Apollon Wealth Management bought 2,809 CION Investment shares in Q2 2026, an estimated $19.6K.
  • CION Investment made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #973 holding.
  • Apollon Wealth Management first reported a position in CION Investment in Q2 2022 and has held it in 16 quarters since.
  • Apollon Wealth Management's CION Investment position peaked at $804K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.