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BXM Wealth’s CION Investment CION Stock Holding History

BXM Wealth’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 		$63.5K Buy
+10,190
New +$71.2K 0.03% 161

Other funds holding CION

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BXM Wealth's CION Position: Q2 2026 in Review

BXM Wealth opened a new position in CION Investment (CION) in Q2 2026: 10,190 shares worth $63.5K. The stake represents 0.03% of the portfolio and ranks #161 among its holdings.

32 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • BXM Wealth held 10,190 shares of CION Investment worth $63.5K as of Q2 2026.
  • CION Investment was a new BXM Wealth position in Q2 2026.
  • CION Investment made up 0.03% of BXM Wealth's portfolio in Q2 2026, its #161 holding.
  • 32 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.