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
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 $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