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Atria Wealth Solutions’s CION Investment CION Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-29,755
Closed -$308K – 1525
2025
Q1 		$308K Sell
29,755
-43,800
-60% -$508K ﹤0.01% 1446
2024
Q4 		$839K Buy
73,555
+3,243
+5% +$37.8K 0.01% 1000
2024
Q3 		$837K Buy
70,312
+304
+0.4% +$3.67K 0.01% 990
2024
Q2 		$848K Sell
70,008
-11,739
-14% -$139K 0.01% 963
2024
Q1 		$899K Sell
81,747
-670
-0.8% -$7.38K 0.01% 959
2023
Q4 		$932K Sell
82,417
-6,555
-7% -$69.7K 0.01% 891
2023
Q3 		$940K Buy
88,972
+614
+0.7% +$6.65K 0.01% 842
2023
Q2 		$917K Buy
88,358
+5,225
+6% +$51.5K 0.01% 874
2023
Q1 		$821K Sell
83,133
-1,235
-1% -$12.9K 0.01% 883
2022
Q4 		$824K Buy
84,368
+2,217
+3% +$21.5K 0.01% 846
2022
Q3 		$699K Buy
82,151
+68,446
+499% +$643K 0.01% 860
2022
Q2 		$119K Buy
+13,705
New +$147K ﹤0.01% 1512

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.42B AUM 8.74% 1-Year Est. Return