IA
CION icon

IFG Advisory’s CION Investment CION Stock Holding History

IFG Advisory’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 		$12.7K Buy
+2,038
New +$14.2K ﹤0.01% 1773

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

IFG Advisory's CION Position: Q2 2026 in Review

IFG Advisory opened a new position in CION Investment (CION) in Q2 2026: 2,038 shares worth $12.7K. The stake represents ﹤0.01% of the portfolio and ranks #1773 among its holdings.

138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • IFG Advisory held 2,038 shares of CION Investment worth $12.7K as of Q2 2026.
  • CION Investment was a new IFG Advisory position in Q2 2026.
  • CION Investment made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1773 holding.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.