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AWM
Apollon Wealth Management’s
CION Investment
CION
Stock Holding History
Apollon Wealth Management’s Portfolio
CION Stock Details
CION Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
$445M AUM
2.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
PAG
Private Advisor Group
Morristown, New Jersey
$21.3B AUM
22.13%
1-Year Est. Return
Cambridge Investment Research Advisors
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
CCM
Callodine Capital Management
Boston, Massachusetts
$1.42B AUM
8.74%
1-Year Est. Return
BFG
Berger Financial Group
Plymouth, Minnesota
$1.78B AUM
15.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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