HighTower Advisors
CION icon

HighTower Advisors’s CION Investment CION Stock Holding History

HighTower Advisors’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 		$63.5K Sell
10,200
-5,216
-34% -$36.5K ﹤0.01% 3705
2026
Q1 		$105K Sell
15,416
-1,934
-11% -$16.2K ﹤0.01% 3631
2025
Q4 		$168K Sell
17,350
-18,106
-51% -$175K ﹤0.01% 3416
2025
Q3 		$336K Sell
35,456
-322
-0.9% -$3.25K ﹤0.01% 2944
2025
Q2 		$342K Sell
35,778
-3,722
-9% -$35.4K ﹤0.01% 2817
2025
Q1 		$409K Buy
39,500
+16,544
+72% +$192K ﹤0.01% 2623
2024
Q4 		$262K Buy
22,956
+3,236
+16% +$37.8K ﹤0.01% 2997
2024
Q3 		$234K Buy
19,720
+89
+0.5% +$1.07K ﹤0.01% 3013
2024
Q2 		$238K Sell
19,631
-216
-1% -$2.55K ﹤0.01% 2899
2024
Q1 		$218K Sell
19,847
-1,922
-9% -$21.2K ﹤0.01% 2933
2023
Q4 		$246K Sell
21,769
-972
-4% -$10.3K ﹤0.01% 2861
2023
Q3 		$241K Sell
22,741
-938
-4% -$10.2K ﹤0.01% 2765
2023
Q2 		$246K Sell
23,679
-1,353
-5% -$13.3K ﹤0.01% 2702
2023
Q1 		$246K Hold
25,032
– – ﹤0.01% 2599
2022
Q4 		$244K Buy
25,032
+1,341
+6% +$13K ﹤0.01% 2623
2022
Q3 		$201K Buy
23,691
+9,735
+70% +$91.4K ﹤0.01% 2604
2022
Q2 		$122K Sell
13,956
-1,425
-9% -$15.3K ﹤0.01% 2749
2022
Q1 		$229K Sell
15,381
-4,336
-22% -$56.1K ﹤0.01% 2723
2021
Q4 		$241K Buy
+19,717
New +$254K ﹤0.01% 2625

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

HighTower Advisors's CION Position: Q2 2026 in Review

HighTower Advisors reduced its CION Investment (CION) stake by 34% in Q2 2026, selling an estimated $36.5K and leaving 10,200 shares worth $63.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3705.

HighTower Advisors first reported a position in CION in Q4 2021 and has held it in 19 quarters since. The position peaked at $409K in Q1 2025. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • HighTower Advisors held 10,200 shares of CION Investment worth $63.5K as of Q2 2026.
  • HighTower Advisors sold 5,216 CION Investment shares in Q2 2026, an estimated $36.5K.
  • CION Investment made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3705 holding.
  • HighTower Advisors first reported a position in CION Investment in Q4 2021 and has held it in 19 quarters since.
  • HighTower Advisors's CION Investment position peaked at $409K in Q1 2025.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.