Founders Financial Securities’s CION Investment CION Stock Holding History

Founders Financial Securities’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 Q3	$259K	Hold	36,904	–	–	0.01%	517
2026 Q2	$230K	Hold	36,904	–	–	0.01%	514
2026 Q1	$262K	Sell	36,904 -11,877	-24%	-$100K	0.01%	472
2025 Q4	$472K	Buy	48,781 +11,877	+32%	+$114K	0.03%	387
2025 Q3	$350K	Sell	36,904 -16,295	-31%	-$165K	0.02%	404
2025 Q2	$509K	Buy	53,199 +17	+0%	+$162	0.04%	343
2025 Q1	$539K	Buy	53,182 +15,978	+43%	+$185K	0.05%	304
2024 Q4	$424K	Sell	37,204 -2,639	-7%	-$30.8K	0.04%	331
2024 Q3	$474K	Sell	39,843 -15,569	-28%	-$188K	0.04%	280
2024 Q2	$672K	Buy	55,412 +13,869	+33%	+$164K	0.06%	237
2024 Q1	$457K	Sell	41,543 -350	-0.8%	-$3.86K	0.05%	278
2023 Q4	$474K	Sell	41,893 -1,251	-3%	-$13.3K	0.05%	253
2023 Q3	$456K	Buy	43,144 +1,251	+3%	+$13.5K	0.06%	225
2023 Q2	$435K	Hold	41,893	–	–	0.06%	227
2023 Q1	$413K	Hold	41,893	–	–	0.06%	223
2022 Q4	$408K	Sell	41,893 -13,447	-24%	-$131K	0.06%	214
2022 Q3	$470K	Buy	+55,340	New	+$519K	0.08%	181

Other funds holding CION

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Pinkerton Retirement Specialists Coeur D Alene, Idaho $642M AUM 23.05% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $641M AUM 25.36% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Founders Financial Securities's CION Position: Q3 2026 in Review

Founders Financial Securities held its CION Investment (CION) position steady in Q3 2026 at 36,904 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #517.

Founders Financial Securities first reported a position in CION in Q3 2022 and has held it in 17 quarters since. The position peaked at $672K in Q2 2024. 38 funds tracked by Wall St. Rank hold CION as of Q3 2026.

Founders Financial Securities held 36,904 shares of CION Investment worth $259K as of Q3 2026.
Founders Financial Securities left its CION Investment share count unchanged in Q3 2026.
CION Investment made up 0.01% of Founders Financial Securities's portfolio in Q3 2026, its #517 holding.
Founders Financial Securities first reported a position in CION Investment in Q3 2022 and has held it in 17 quarters since.
Founders Financial Securities's CION Investment position peaked at $672K in Q2 2024.
38 funds tracked by Wall St. Rank held CION Investment as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.