BlueChip Wealth Advisors’s CION Investment CION Stock Holding History

BlueChip Wealth Advisors’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	$128K	Sell	20,594 -4,082	-17%	-$28.5K	0.05%	170
2026 Q1	$169K	Sell	24,676 -16,750	-40%	-$141K	0.07%	142
2025 Q4	$401K	Buy	41,426 +14,075	+51%	+$136K	0.17%	102
2025 Q3	$259K	Sell	27,351 -25,625	-48%	-$259K	0.11%	130
2025 Q2	$507K	Buy	52,976 +1,610	+3%	+$15.3K	0.23%	82
2025 Q1	$532K	Buy	51,366 +16,750	+48%	+$194K	0.26%	76
2024 Q4	$395K	Sell	34,616 -14,857	-30%	-$173K	0.22%	87
2024 Q3	$589K	Buy	49,473 +24,909	+101%	+$301K	0.31%	66
2024 Q2	$298K	Hold	24,564	–	–	0.18%	102
2024 Q1	$270K	Buy	24,564 +9,482	+63%	+$105K	0.17%	101
2023 Q4	$171K	Buy	+15,082	New	+$160K	0.12%	115

Other funds holding CION

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BlueChip Wealth Advisors's CION Position: Q2 2026 in Review

BlueChip Wealth Advisors reduced its CION Investment (CION) stake by 17% in Q2 2026, selling an estimated $28.5K and leaving 20,594 shares worth $128K. The position accounts for 0.05% of the portfolio, ranked #170.

BlueChip Wealth Advisors first reported a position in CION in Q4 2023 and has held it in 11 quarters since. The position peaked at $589K in Q3 2024. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

BlueChip Wealth Advisors held 20,594 shares of CION Investment worth $128K as of Q2 2026.
BlueChip Wealth Advisors sold 4,082 CION Investment shares in Q2 2026, an estimated $28.5K.
CION Investment made up 0.05% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #170 holding.
BlueChip Wealth Advisors first reported a position in CION Investment in Q4 2023 and has held it in 11 quarters since.
BlueChip Wealth Advisors's CION Investment position peaked at $589K in Q3 2024.
138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.