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Focus Partners Advisor Solutions’s CION Investment CION Stock Holding History

Focus Partners Advisor Solutions’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 		$120K Buy
19,229
+715
+4% +$5K ﹤0.01% 1206
2026
Q1 		$127K Sell
18,514
-2,392
-11% -$20.1K ﹤0.01% 1189
2025
Q4 		$202K Sell
20,906
-16,359
-44% -$158K ﹤0.01% 1028
2025
Q3 		$358K Buy
37,265
+16,838
+82% +$170K ﹤0.01% 843
2025
Q2 		$195K Hold
20,427
– – ﹤0.01% 1032
2025
Q1 		$211K Buy
+20,427
New +$237K ﹤0.01% 896
2024
Q4 		– Sell
-22,819
Closed -$272K – 790
2024
Q3 		$272K Buy
22,819
+2,392
+12% +$28.9K 0.01% 609
2024
Q2 		$248K Sell
20,427
-1,235
-6% -$14.6K 0.01% 545
2024
Q1 		$238K Buy
21,662
+4,825
+29% +$53.2K 0.01% 529
2023
Q4 		$190K Sell
16,837
-10,335
-38% -$110K 0.01% 398
2023
Q3 		$287K Buy
27,172
+10,335
+61% +$112K 0.01% 356
2023
Q2 		$175K Sell
16,837
-3,357
-17% -$33.1K 0.01% 363
2023
Q1 		$199K Sell
20,194
-3,906
-16% -$40.9K 0.01% 341
2022
Q4 		$235K Sell
24,100
-22,322
-48% -$217K 0.02% 297
2022
Q3 		$395K Buy
46,422
+11,609
+33% +$109K 0.02% 257
2022
Q2 		$303K Buy
34,813
+23,568
+210% +$253K 0.03% 259
2022
Q1 		$155K Buy
+11,245
New +$146K 0.02% 314

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

Focus Partners Advisor Solutions's CION Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its CION Investment (CION) stake by 3.9% in Q2 2026, buying an estimated $5K and bringing the position to 19,229 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Focus Partners Advisor Solutions first reported a position in CION in Q1 2022 and has held it in 17 quarters since. The position peaked at $395K in Q3 2022. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Focus Partners Advisor Solutions held 19,229 shares of CION Investment worth $120K as of Q2 2026.
  • Focus Partners Advisor Solutions bought 715 CION Investment shares in Q2 2026, an estimated $5K.
  • CION Investment made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1206 holding.
  • Focus Partners Advisor Solutions first reported a position in CION Investment in Q1 2022 and has held it in 17 quarters since.
  • Focus Partners Advisor Solutions's CION Investment position peaked at $395K in Q3 2022.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.