BWA
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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
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

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