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
2025 Q1	$271K	Buy
2023 Q3	–	Sell
2023 Q2	$106K	Sell
2023 Q1	$254K	Buy
2022 Q4	$147K	Sell
2022 Q3	$145K	Buy