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Diversify Advisory Services’s CION Investment CION Stock Holding History

Diversify Advisory Services’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 		– Sell
-10,042
Closed -$94.9K – 322
2025
Q4 		$94.9K Buy
+10,042
New +$96.8K ﹤0.01% 899
2024
Q2 		– Sell
-13,116
Closed -$145K – 655
2024
Q1 		$145K Buy
+13,116
New +$145K 0.01% 617

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

Diversify Advisory Services's CION Position: Q1 2026 in Review

Diversify Advisory Services sold out of CION Investment (CION) in Q1 2026, closing a stake of 10,042 shares — an estimated $94.9K sold.

Diversify Advisory Services first reported a position in CION in Q1 2024 and held it in 2 quarters. The position peaked at $145K in Q1 2024. 159 funds tracked by Wall St. Rank hold CION as of Q1 2026.

  • Diversify Advisory Services reported no remaining CION Investment position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 10,042 CION Investment shares in Q1 2026, an estimated $94.9K.
  • Diversify Advisory Services first reported a position in CION Investment in Q1 2024 and held it in 2 quarters.
  • Diversify Advisory Services's CION Investment position peaked at $145K in Q1 2024.
  • 159 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.