AWM
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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

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 14 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.
  • 14 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.