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Avior Wealth Management’s CION Investment CION Stock Holding History

Avior 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
Q2 		$155K Hold
24,806
– – ﹤0.01% 771
2026
Q1 		$170K Buy
+24,806
New +$208K ﹤0.01% 805
2024
Q2 		– Sell
-16,316
Closed -$179K – 2532
2024
Q1 		$179K Buy
+16,316
New +$180K 0.01% 737

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Avior Wealth Management's CION Position: Q2 2026 in Review

Avior Wealth Management held its CION Investment (CION) position steady in Q2 2026 at 24,806 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Avior Wealth Management first reported a position in CION in Q1 2024 and has held it in 3 quarters since. The position peaked at $179K in Q1 2024. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Avior Wealth Management held 24,806 shares of CION Investment worth $155K as of Q2 2026.
  • Avior Wealth Management left its CION Investment share count unchanged in Q2 2026.
  • CION Investment made up ﹤0.01% of Avior Wealth Management's portfolio in Q2 2026, its #771 holding.
  • Avior Wealth Management first reported a position in CION Investment in Q1 2024 and has held it in 3 quarters since.
  • Avior Wealth Management's CION Investment position peaked at $179K in Q1 2024.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.