AWA
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Arkadios Wealth Advisors’s CION Investment CION Stock Holding History

Arkadios Wealth Advisors’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 		$2.01M Sell
322,360
-13,058
-4% -$91.3K 0.03% 530
2026
Q1 		$2.29M Sell
335,418
-7,960
-2% -$66.9K 0.04% 458
2025
Q4 		$3.32M Buy
343,378
+6,278
+2% +$60.5K 0.06% 310
2025
Q3 		$3.2M Buy
337,100
+7,721
+2% +$77.9K 0.08% 274
2025
Q2 		$3.15M Buy
329,379
+10,396
+3% +$98.8K 0.09% 232
2025
Q1 		$3.3M Buy
318,983
+26,019
+9% +$302K 0.12% 191
2024
Q4 		$3.34M Buy
292,964
+6,275
+2% +$73.2K 0.18% 115
2024
Q3 		$3.41M Sell
286,689
-14,513
-5% -$175K 0.19% 112
2024
Q2 		$3.65M Sell
301,202
-8,979
-3% -$106K 0.25% 84
2024
Q1 		$3.41M Sell
310,181
-3,696
-1% -$40.7K 0.26% 87
2023
Q4 		$3.55M Buy
313,877
+9,569
+3% +$102K 0.3% 77
2023
Q3 		$3.22M Sell
304,308
-9,616
-3% -$104K 0.31% 77
2023
Q2 		$3.26M Sell
313,924
-16,334
-5% -$161K 0.38% 63
2023
Q1 		$3.26M Buy
330,258
+24,018
+8% +$252K 0.39% 66
2022
Q4 		$2.99M Buy
306,240
+12,662
+4% +$123K 0.4% 67
2022
Q3 		$2.5M Buy
293,578
+110,736
+61% +$1.04M 0.38% 66
2022
Q2 		$1.59M Buy
+182,842
New +$1.96M 0.24% 117

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

Arkadios Wealth Advisors's CION Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its CION Investment (CION) stake by 3.9% in Q2 2026, selling an estimated $91.3K and leaving 322,360 shares worth $2.01M. The position accounts for 0.03% of the portfolio, ranked #530.

Arkadios Wealth Advisors first reported a position in CION in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.65M in Q2 2024. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Arkadios Wealth Advisors held 322,360 shares of CION Investment worth $2.01M as of Q2 2026.
  • Arkadios Wealth Advisors sold 13,058 CION Investment shares in Q2 2026, an estimated $91.3K.
  • CION Investment made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #530 holding.
  • Arkadios Wealth Advisors first reported a position in CION Investment in Q2 2022 and has held it in 17 quarters since.
  • Arkadios Wealth Advisors's CION Investment position peaked at $3.65M in Q2 2024.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.