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Empowered Funds’s CION Investment CION Stock Holding History

Empowered Funds’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 		$67.2K Sell
10,781
-1,925
-15% -$13.5K ﹤0.01% 2097
2026
Q1 		$86.9K Buy
+12,706
New +$107K ﹤0.01% 2076
2025
Q4 		– Sell
-10,627
Closed -$101K – 1174
2025
Q3 		$101K Buy
+10,627
New +$107K ﹤0.01% 1789

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

Empowered Funds's CION Position: Q2 2026 in Review

Empowered Funds reduced its CION Investment (CION) stake by 15% in Q2 2026, selling an estimated $13.5K and leaving 10,781 shares worth $67.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Empowered Funds first reported a position in CION in Q3 2025 and has held it in 3 quarters since. The position peaked at $101K in Q3 2025. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Empowered Funds held 10,781 shares of CION Investment worth $67.2K as of Q2 2026.
  • Empowered Funds sold 1,925 CION Investment shares in Q2 2026, an estimated $13.5K.
  • CION Investment made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #2097 holding.
  • Empowered Funds first reported a position in CION Investment in Q3 2025 and has held it in 3 quarters since.
  • Empowered Funds's CION Investment position peaked at $101K in Q3 2025.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.