FFA
CION icon

Founders Financial Alliance’s CION Investment CION Stock Holding History

Founders Financial Alliance’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 		$203K Buy
29,613
+1,601
+6% +$13.5K 0.04% 386
2025
Q4 		$271K Buy
28,012
+4
+0% +$39 0.05% 307
2025
Q3 		$266K Buy
28,008
+3,420
+14% +$34.5K 0.05% 309
2025
Q2 		$235K Sell
24,588
-89
-0.4% -$846 0.05% 295
2025
Q1 		$255K Buy
24,677
+2,908
+13% +$33.7K 0.06% 286
2024
Q4 		$248K Buy
21,769
+1,086
+5% +$12.7K 0.07% 246
2024
Q3 		$246K Buy
20,683
+3,964
+24% +$47.8K 0.07% 252
2024
Q2 		$203K Buy
16,719
+4,993
+43% +$59K 0.06% 264
2024
Q1 		$129K Buy
+11,726
New +$129K 0.04% 306

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