Atticus Wealth Management’s CION Investment CION Stock Holding History

Atticus 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 Q1	–	Sell	-10,594	Closed	-$102K	–	183
2025 Q4	$102K	Hold	10,594	–	–	0.03%	203
2025 Q3	$100K	Hold	10,594	–	–	0.03%	196
2025 Q2	$101K	Hold	10,594	–	–	0.03%	239
2025 Q1	$110K	Hold	10,594	–	–	0.04%	153
2024 Q4	$121K	Hold	10,594	–	–	0.04%	149
2024 Q3	$126K	Hold	10,594	–	–	0.04%	151
2024 Q2	$128K	Hold	10,594	–	–	0.04%	145
2024 Q1	$117K	Hold	10,594	–	–	0.04%	152
2023 Q4	$120K	Hold	10,594	–	–	0.04%	151
2023 Q3	$112K	Hold	10,594	–	–	0.04%	164
2023 Q2	$110K	Hold	10,594	–	–	0.04%	170
2023 Q1	$105K	Hold	10,594	–	–	0.04%	168
2022 Q4	$103K	Buy	10,594 +5,059	+91%	+$49.1K	0.04%	176
2022 Q3	$48K	Hold	5,535	–	–	0.02%	232
2022 Q2	$48K	Buy	5,535 +5,060	+1,065%	+$54.4K	0.02%	254
2022 Q1	$7K	Hold	475	–	–	﹤0.01%	435
2021 Q4	$6K	Buy	+475	New	+$6.12K	﹤0.01%	380

Other funds holding CION

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 $377B 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 $666B 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 $1.43B AUM 8.74% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Atticus Wealth Management's CION Position: Q1 2026 in Review

Atticus Wealth Management sold out of CION Investment (CION) in Q1 2026, closing a stake of 10,594 shares — an estimated $102K sold.

Atticus Wealth Management first reported a position in CION in Q4 2021 and held it in 17 quarters. The position peaked at $128K in Q2 2024. 159 funds tracked by Wall St. Rank hold CION as of Q1 2026.

Atticus Wealth Management reported no remaining CION Investment position as of Q1 2026 after selling out during the quarter.
Atticus Wealth Management sold 10,594 CION Investment shares in Q1 2026, an estimated $102K.
Atticus Wealth Management first reported a position in CION Investment in Q4 2021 and held it in 17 quarters.
Atticus Wealth Management's CION Investment position peaked at $128K in Q2 2024.
159 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on Atticus Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.