HAG
CION icon

HighPoint Advisor Group’s CION Investment CION Stock Holding History

HighPoint Advisor Group’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 		– Sell
-162,034
Closed -$1.57M – 725
2025
Q4 		$1.57M Buy
162,034
+4,330
+3% +$41.7K 0.03% 361
2025
Q3 		$1.5M Hold
157,704
– – 0.07% 200
2025
Q2 		$1.51M Hold
157,704
– – 0.08% 191
2025
Q1 		$1.59M Hold
157,704
– – 0.09% 175
2024
Q4 		$1.85M Sell
157,704
-300
-0.2% -$3.5K 0.1% 155
2024
Q3 		$1.84M Hold
158,004
– – 0.11% 155
2024
Q2 		$1.94M Hold
158,004
– – 0.12% 140
2024
Q1 		$1.94M Hold
158,004
– – 0.14% 125
2023
Q4 		$1.68M Buy
+158,004
New +$1.68M 0.12% 137
2022
Q2 		$526K Buy
+65,022
New +$699K 0.06% 273

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