IA
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IFP Advisors’s CION Investment CION Stock Holding History

IFP 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 		$76.3K Sell
11,159
-3,265
-23% -$27.4K ﹤0.01% 2004
2025
Q4 		$139K Sell
14,424
-1,015
-7% -$9.78K ﹤0.01% 1583
2025
Q3 		$146K Sell
15,439
-1,431
-8% -$14.4K ﹤0.01% 1444
2025
Q2 		$161K Buy
16,870
+369
+2% +$3.51K ﹤0.01% 1375
2025
Q1 		$171K Sell
16,501
-5,824
-26% -$67.5K 0.01% 1249
2024
Q4 		$255K Sell
22,325
-797
-3% -$9.3K 0.01% 1021
2024
Q3 		$275K Sell
23,122
-4,422
-16% -$53.4K 0.01% 934
2024
Q2 		$334K Buy
27,544
+10,243
+59% +$121K 0.01% 797
2024
Q1 		$190K Sell
17,301
-300
-2% -$3.31K 0.01% 1023
2023
Q4 		$199K Sell
17,601
-300
-2% -$3.19K 0.01% 947
2023
Q3 		$189K Sell
17,901
-2,761
-13% -$29.9K 0.01% 989
2023
Q2 		$214K Buy
20,662
+1,537
+8% +$15.2K 0.01% 983
2023
Q1 		$156K Sell
19,125
-122,005
-86% -$1.28M 0.01% 1050
2022
Q4 		$1.16M Buy
141,130
+36,903
+35% +$358K 0.03% 570
2022
Q3 		$857K Buy
104,227
+34,720
+50% +$326K 0.02% 692
2022
Q2 		$578K Hold
69,507
– – 0.02% 780
2022
Q1 		$578K Buy
69,507
+52,232
+302% +$676K 0.02% 780
2021
Q4 		$225K Buy
+17,275
New +$223K ﹤0.01% 899

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