CA
CION icon

Clearstead Advisors’s CION Investment CION Stock Holding History

Clearstead 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
2025
Q2 		– Sell
-28,565
Closed -$296K – 2760
2025
Q1 		$296K Buy
28,565
+15,567
+120% +$181K ﹤0.01% 716
2024
Q4 		$148K Buy
+12,998
New +$152K ﹤0.01% 926

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

Clearstead Advisors's CION Position: Q2 2025 in Review

Clearstead Advisors sold out of CION Investment (CION) in Q2 2025, closing a stake of 28,565 shares — an estimated $296K sold.

Clearstead Advisors first reported a position in CION in Q4 2024 and held it in 2 quarters. The position peaked at $296K in Q1 2025. 161 funds tracked by Wall St. Rank hold CION as of Q2 2025.

  • Clearstead Advisors reported no remaining CION Investment position as of Q2 2025 after selling out during the quarter.
  • Clearstead Advisors sold 28,565 CION Investment shares in Q2 2025, an estimated $296K.
  • Clearstead Advisors first reported a position in CION Investment in Q4 2024 and held it in 2 quarters.
  • Clearstead Advisors's CION Investment position peaked at $296K in Q1 2025.
  • 161 funds tracked by Wall St. Rank held CION Investment as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.