Creative Planning
CION icon

Creative Planning’s CION Investment CION Stock Holding History

Creative Planning’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 		$191K Buy
30,679
+442
+1% +$3.09K ﹤0.01% 3885
2026
Q1 		$207K Buy
30,237
+9,317
+45% +$78.3K ﹤0.01% 3707
2025
Q4 		$202K Buy
20,920
+263
+1% +$2.54K ﹤0.01% 3548
2025
Q3 		$196K Sell
20,657
-3,248
-14% -$32.8K ﹤0.01% 3501
2025
Q2 		$229K Sell
23,905
-18,910
-44% -$180K ﹤0.01% 3117
2025
Q1 		$443K Buy
42,815
+25,542
+148% +$296K ﹤0.01% 2394
2024
Q4 		$197K Buy
17,273
+3,438
+25% +$40.1K ﹤0.01% 2976
2024
Q3 		$165K Sell
13,835
-986
-7% -$11.9K ﹤0.01% 2904
2024
Q2 		$180K Sell
14,821
-4,145
-22% -$49K ﹤0.01% 2707
2024
Q1 		$209K Hold
18,966
– – ﹤0.01% 2536
2023
Q4 		$215K Buy
18,966
+2,137
+13% +$22.7K ﹤0.01% 2363
2023
Q3 		$178K Sell
16,829
-2,046
-11% -$22.1K ﹤0.01% 2272
2023
Q2 		$196K Sell
18,875
-160
-0.8% -$1.58K ﹤0.01% 2221
2023
Q1 		$188K Sell
19,035
-934
-5% -$9.79K ﹤0.01% 2151
2022
Q4 		$195K Sell
19,969
-7,168
-26% -$69.6K ﹤0.01% 2024
2022
Q3 		$231K Buy
27,137
+8,170
+43% +$76.7K ﹤0.01% 1812
2022
Q2 		$165K Buy
+18,967
New +$204K ﹤0.01% 1910
2022
Q1 		– Sell
-11,325
Closed -$148K – 2363
2021
Q4 		$148K Buy
+11,325
New +$146K ﹤0.01% 1915

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Creative Planning's CION Position: Q2 2026 in Review

Creative Planning increased its CION Investment (CION) stake by 1.5% in Q2 2026, buying an estimated $3.09K and bringing the position to 30,679 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #3885.

Creative Planning first reported a position in CION in Q4 2021 and has held it in 18 quarters since. The position peaked at $443K in Q1 2025. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Creative Planning held 30,679 shares of CION Investment worth $191K as of Q2 2026.
  • Creative Planning bought 442 CION Investment shares in Q2 2026, an estimated $3.09K.
  • CION Investment made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3885 holding.
  • Creative Planning first reported a position in CION Investment in Q4 2021 and has held it in 18 quarters since.
  • Creative Planning's CION Investment position peaked at $443K in Q1 2025.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.