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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
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% -$9.78K ﹤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 $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

IFP Advisors's CION Position: Q2 2026 in Review

IFP Advisors increased its CION Investment (CION) stake by 1% in Q2 2026, buying an estimated $804 and bringing the position to 11,274 shares worth $70.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

IFP Advisors first reported a position in CION in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.16M in Q4 2022. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • IFP Advisors held 11,274 shares of CION Investment worth $70.2K as of Q2 2026.
  • IFP Advisors bought 115 CION Investment shares in Q2 2026, an estimated $804.
  • CION Investment made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2193 holding.
  • IFP Advisors first reported a position in CION Investment in Q4 2021 and has held it in 19 quarters since.
  • IFP Advisors's CION Investment position peaked at $1.16M in Q4 2022.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.