Avantax Advisory Services’s CION Investment CION Stock Holding History

Avantax Advisory Services’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	$342K	Buy	35,751 +9,604	+37%	+$91.3K	﹤0.01%	1818
2025 Q1	$271K	Buy	+26,147	New	+$303K	﹤0.01%	1905
2023 Q3	–	Sell	-10,198	Closed	-$106K	–	1560
2023 Q2	$106K	Sell	10,198 -15,542	-60%	-$153K	﹤0.01%	1446
2023 Q1	$254K	Buy	25,740 +10,631	+70%	+$111K	﹤0.01%	1246
2022 Q4	$147K	Sell	15,109 -1,992	-12%	-$19.3K	﹤0.01%	1342
2022 Q3	$145K	Buy	+17,101	New	+$161K	﹤0.01%	1246

Other funds holding CION

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

Avantax Advisory Services's CION Position: Q2 2025 in Review

Avantax Advisory Services increased its CION Investment (CION) stake by 37% in Q2 2025, buying an estimated $91.3K and bringing the position to 35,751 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Avantax Advisory Services first reported a position in CION in Q3 2022 and has held it in 6 quarters since. 161 funds tracked by Wall St. Rank hold CION as of Q2 2025.

Avantax Advisory Services held 35,751 shares of CION Investment worth $342K as of Q2 2025.
Avantax Advisory Services bought 9,604 CION Investment shares in Q2 2025, an estimated $91.3K.
CION Investment made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1818 holding.
Avantax Advisory Services first reported a position in CION Investment in Q3 2022 and has held it in 6 quarters since.
161 funds tracked by Wall St. Rank held CION Investment as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.