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
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
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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