AW
ML

Avion Wealth’s MoneyLion Inc. ML Stock Holding History

Avion Wealth’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-32
Closed -$2K – 1702
2025
Q1 		$2K Hold
32
– – ﹤0.01% 790
2024
Q4 		$2K Hold
32
– – ﹤0.01% 787
2024
Q3 		$1K Hold
32
– – ﹤0.01% 952
2024
Q2 		$2K Hold
32
– – ﹤0.01% 665
2024
Q1 		$3K Hold
32
– – ﹤0.01% 615
2023
Q4 		$2K Hold
32
– – ﹤0.01% 649
2023
Q3 		$0 Sell
32
-58
-64% -$959 ﹤0.01% 1296
2023
Q2 		$0 Buy
+90
New +$1.09K ﹤0.01% 1105

Other funds holding ML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avion Wealth's ML Position: Q2 2025 in Review

Avion Wealth sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 32 shares — an estimated $2K sold.

Avion Wealth first reported a position in ML in Q2 2023 and held it in 8 quarters. The position peaked at $3K in Q1 2024. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

  • Avion Wealth reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
  • Avion Wealth sold 32 MoneyLion Inc. shares in Q2 2025, an estimated $2K.
  • Avion Wealth first reported a position in MoneyLion Inc. in Q2 2023 and held it in 8 quarters.
  • Avion Wealth's MoneyLion Inc. position peaked at $3K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.