Focus Partners Wealth
CION icon

Focus Partners Wealth’s CION Investment CION Stock Holding History

Focus Partners Wealth’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 		$75.7K Sell
12,150
-6,609
-35% -$46.2K ﹤0.01% 2653
2026
Q1 		$128K Buy
18,759
+7,070
+60% +$59.4K ﹤0.01% 2486
2025
Q4 		$113K Buy
+11,689
New +$113K ﹤0.01% 2535

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 Wealth's CION Position: Q2 2026 in Review

Focus Partners Wealth reduced its CION Investment (CION) stake by 35% in Q2 2026, selling an estimated $46.2K and leaving 12,150 shares worth $75.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2653.

Focus Partners Wealth first reported a position in CION in Q4 2025 and has held it in 3 quarters since. The position peaked at $128K in Q1 2026. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Focus Partners Wealth held 12,150 shares of CION Investment worth $75.7K as of Q2 2026.
  • Focus Partners Wealth sold 6,609 CION Investment shares in Q2 2026, an estimated $46.2K.
  • CION Investment made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2653 holding.
  • Focus Partners Wealth first reported a position in CION Investment in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's CION Investment position peaked at $128K in Q1 2026.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.