DWM
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Diversify Wealth Management’s CION Investment CION Stock Holding History

Diversify Wealth Management’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 		$1.4M Buy
186,522
+53,207
+40% +$447K 0.02% 485
2025
Q4 		$1.25M Buy
133,315
+10,121
+8% +$97.6K 0.06% 280
2025
Q3 		$1.13M Sell
123,194
-9,656
-7% -$97.5K 0.07% 260
2025
Q2 		$1.41M Sell
132,850
-21,852
-14% -$208K 0.09% 221
2025
Q1 		$1.56M Sell
154,702
-14,256
-8% -$165K 0.12% 192
2024
Q4 		$1.84M Sell
168,958
-15,143
-8% -$177K 0.14% 165
2024
Q3 		$2.2M Sell
184,101
-9,675
-5% -$117K 0.21% 123
2024
Q2 		$2.25M Buy
+193,776
New +$2.29M 0.28% 88

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 $376B 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 $564B 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 $1.42B AUM 8.74% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return