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Aventura Private Wealth’s CION Investment CION Stock Holding History

Aventura Private Wealth’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 		– Sell
-1,000
Closed -$6.84K – 988
2026
Q1 		$6.84K Buy
+1,000
New +$8.4K ﹤0.01% 600

Other funds holding CION

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EIPL
Essential Investment Partners LLC Englewood, Colorado $125M AUM

Aventura Private Wealth's CION Position: Q2 2026 in Review

Aventura Private Wealth sold out of CION Investment (CION) in Q2 2026, closing a stake of 1,000 shares — an estimated $6.84K sold.

Aventura Private Wealth first reported a position in CION in Q1 2026 and held it in 1 quarter. The position peaked at $6.84K in Q1 2026. 14 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Aventura Private Wealth reported no remaining CION Investment position as of Q2 2026 after selling out during the quarter.
  • Aventura Private Wealth sold 1,000 CION Investment shares in Q2 2026, an estimated $6.84K.
  • Aventura Private Wealth first reported a position in CION Investment in Q1 2026 and held it in 1 quarter.
  • Aventura Private Wealth's CION Investment position peaked at $6.84K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.