EWM
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Elevatus Welath Management’s CION Investment CION Stock Holding History

Elevatus Welath 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
2025
Q2 		– Sell
-11,099
Closed -$115K – 116
2025
Q1 		$115K Buy
+11,099
New +$129K 0.07% 103

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

Elevatus Welath Management's CION Position: Q2 2025 in Review

Elevatus Welath Management sold out of CION Investment (CION) in Q2 2025, closing a stake of 11,099 shares — an estimated $115K sold.

Elevatus Welath Management first reported a position in CION in Q1 2025 and held it in 1 quarter. The position peaked at $115K in Q1 2025. 161 funds tracked by Wall St. Rank hold CION as of Q2 2025.

  • Elevatus Welath Management reported no remaining CION Investment position as of Q2 2025 after selling out during the quarter.
  • Elevatus Welath Management sold 11,099 CION Investment shares in Q2 2025, an estimated $115K.
  • Elevatus Welath Management first reported a position in CION Investment in Q1 2025 and held it in 1 quarter.
  • Elevatus Welath Management's CION Investment position peaked at $115K in Q1 2025.
  • 161 funds tracked by Wall St. Rank held CION Investment as of Q2 2025.

Based on Elevatus Welath Management's 13F filing for Q2 2025, filed 14 Aug 2025.