Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s CION Investment CION Stock Holding History

Cambridge Investment Research 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 		$4.92M Sell
718,509
-37,259
-5% -$313K 0.01% 978
2025
Q4 		$7.31M Sell
755,768
-42,627
-5% -$411K 0.02% 728
2025
Q3 		$7.57M Sell
798,395
-103,808
-12% -$1.05M 0.02% 702
2025
Q2 		$8.63M Buy
902,203
+42,801
+5% +$407K 0.03% 597
2025
Q1 		$8.89M Sell
859,402
-46,517
-5% -$539K 0.03% 554
2024
Q4 		$10.3M Sell
905,919
-6,955
-0.8% -$81.2K 0.03% 479
2024
Q3 		$10.9M Buy
912,874
+70,392
+8% +$849K 0.04% 467
2024
Q2 		$10.2M Sell
842,482
-28,967
-3% -$342K 0.04% 460
2024
Q1 		$9.59M Buy
871,449
+1,657
+0.2% +$18.3K 0.04% 477
2023
Q4 		$9.84M Sell
869,792
-153,765
-15% -$1.63M 0.04% 417
2023
Q3 		$10.8M Sell
1,023,557
-70,053
-6% -$758K 0.05% 355
2023
Q2 		$11.4M Buy
1,093,610
+6,235
+0.6% +$61.5K 0.05% 347
2023
Q1 		$10.7M Sell
1,087,375
-103,045
-9% -$1.08M 0.05% 352
2022
Q4 		$11.6M Sell
1,190,420
-32,327
-3% -$314K 0.06% 322
2022
Q3 		$10.4M Buy
1,222,747
+448,945
+58% +$4.21M 0.06% 317
2022
Q2 		$6.73M Buy
773,802
+357,667
+86% +$3.84M 0.04% 461
2022
Q1 		$6.16M Sell
416,135
-8,232
-2% -$107K 0.03% 545
2021
Q4 		$5.55M Buy
+424,367
New +$5.47M 0.02% 599

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Cambridge Investment Research Advisors's CION Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its CION Investment (CION) stake by 4.9% in Q1 2026, selling an estimated $313K and leaving 718,509 shares worth $4.92M. The position accounts for 0.01% of the portfolio, ranked #978.

Cambridge Investment Research Advisors first reported a position in CION in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.6M in Q4 2022. 159 funds tracked by Wall St. Rank hold CION as of Q1 2026.

  • Cambridge Investment Research Advisors held 718,509 shares of CION Investment worth $4.92M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 37,259 CION Investment shares in Q1 2026, an estimated $313K.
  • CION Investment made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #978 holding.
  • Cambridge Investment Research Advisors first reported a position in CION Investment in Q4 2021 and has held it in 18 quarters since.
  • Cambridge Investment Research Advisors's CION Investment position peaked at $11.6M in Q4 2022.
  • 159 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.