AWM
CION icon

Aviso Wealth Management’s CION Investment CION Stock Holding History

Aviso 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
Q1 		$100K Hold
14,632
– – 0.05% 139
2025
Q4 		$142K Sell
14,632
-1,556
-10% -$15K 0.06% 145
2025
Q3 		$153K Sell
16,188
-1,466
-8% -$14.8K 0.07% 139
2025
Q2 		$169K Sell
17,654
-37
-0.2% -$352 0.08% 143
2025
Q1 		$183K Hold
17,691
– – 0.1% 135
2024
Q4 		$202K Sell
17,691
-4,159
-19% -$48.5K 0.1% 141
2024
Q3 		$260K Sell
21,850
-9,781
-31% -$118K 0.14% 128
2024
Q2 		$383K Sell
31,631
-5,390
-15% -$63.7K 0.23% 96
2024
Q1 		$407K Buy
37,021
+2,737
+8% +$30.2K 0.26% 92
2023
Q4 		$388K Buy
+34,284
New +$364K 0.28% 86

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return