FHC
CION icon

First Heartland Consultants’s CION Investment CION Stock Holding History

First Heartland Consultants’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 		$72.6K Buy
11,653
+254
+2% +$1.77K ﹤0.01% 586
2026
Q1 		$78K Sell
11,399
-371
-3% -$3.12K 0.01% 519
2025
Q4 		$114K Buy
+11,770
New +$113K 0.01% 527
2025
Q1 		– Sell
-11,951
Closed -$136K – 443
2024
Q4 		$136K Hold
11,951
– – 0.01% 437
2024
Q3 		$142K Hold
11,951
– – 0.02% 447
2024
Q2 		$145 Buy
+11,951
New +$141K 0.01% 435

Other funds holding CION

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return

First Heartland Consultants's CION Position: Q2 2026 in Review

First Heartland Consultants increased its CION Investment (CION) stake by 2.2% in Q2 2026, buying an estimated $1.77K and bringing the position to 11,653 shares worth $72.6K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

First Heartland Consultants first reported a position in CION in Q2 2024 and has held it in 6 quarters since. The position peaked at $142K in Q3 2024. 27 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • First Heartland Consultants held 11,653 shares of CION Investment worth $72.6K as of Q2 2026.
  • First Heartland Consultants bought 254 CION Investment shares in Q2 2026, an estimated $1.77K.
  • CION Investment made up ﹤0.01% of First Heartland Consultants's portfolio in Q2 2026, its #586 holding.
  • First Heartland Consultants first reported a position in CION Investment in Q2 2024 and has held it in 6 quarters since.
  • First Heartland Consultants's CION Investment position peaked at $142K in Q3 2024.
  • 27 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.