IFP Advisors
CION icon

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
Q3 		$52.9K Sell
7,531
-3,743
-33% -$25.7K ﹤0.01% 2360
2026
Q2 		$70.2K Buy
11,274
+115
+1% +$804 ﹤0.01% 2193
2026
Q1 		$76.3K Sell
11,159
-3,265
-23% -$27.4K ﹤0.01% 2004
2025
Q4 		$139K Sell
14,424
-1,015
-7% -$9.8K ﹤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

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

IFP Advisors's CION Position: Q3 2026 in Review

IFP Advisors reduced its CION Investment (CION) stake by 33% in Q3 2026, selling an estimated $25.7K and leaving 7,531 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2360.

IFP Advisors first reported a position in CION in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.16M in Q4 2022. 14 funds tracked by Wall St. Rank hold CION as of Q3 2026.

  • IFP Advisors held 7,531 shares of CION Investment worth $52.9K as of Q3 2026.
  • IFP Advisors sold 3,743 CION Investment shares in Q3 2026, an estimated $25.7K.
  • CION Investment made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2360 holding.
  • IFP Advisors first reported a position in CION Investment in Q4 2021 and has held it in 20 quarters since.
  • IFP Advisors's CION Investment position peaked at $1.16M in Q4 2022.
  • 14 funds tracked by Wall St. Rank held CION Investment as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.