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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
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 $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

Empowered Funds's CION Position: Q1 2026 in Review

Empowered Funds opened a new position in CION Investment (CION) in Q1 2026: 12,706 shares worth $86.9K. The stake represents ﹤0.01% of the portfolio and ranks #2076 among its holdings. This is a return to the name: Empowered Funds previously reported a position in CION as recently as Q3 2025.

Empowered Funds first reported a position in CION in Q3 2025 and has held it in 2 quarters since. The position peaked at $101K in Q3 2025. 159 funds tracked by Wall St. Rank hold CION as of Q1 2026.

  • Empowered Funds held 12,706 shares of CION Investment worth $86.9K as of Q1 2026.
  • CION Investment was a new Empowered Funds position in Q1 2026.
  • CION Investment made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #2076 holding.
  • Empowered Funds first reported a position in CION Investment in Q3 2025 and has held it in 2 quarters since.
  • Empowered Funds's CION Investment position peaked at $101K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.