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IHT Wealth Management’s CION Investment CION Stock Holding History

IHT Wealth Management’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 		$145K Sell
23,242
-2,424
-9% -$16.9K ﹤0.01% 1197
2026
Q1 		$176K Buy
25,666
+161
+0.6% +$1.35K ﹤0.01% 1203
2025
Q4 		$247K Sell
25,505
-148
-0.6% -$1.43K 0.01% 1037
2025
Q3 		$243K Buy
25,653
+203
+0.8% +$2.05K 0.01% 1036
2025
Q2 		$244K Sell
25,450
-534
-2% -$5.08K 0.01% 988
2025
Q1 		$269K Buy
25,984
+26
+0.1% +$301 0.01% 906
2024
Q4 		$296K Buy
25,958
+178
+0.7% +$2.08K 0.01% 856
2024
Q3 		$307K Buy
25,780
+193
+0.8% +$2.33K 0.01% 905
2024
Q2 		$310K Buy
25,587
+163
+0.6% +$1.93K 0.01% 789
2024
Q1 		$280K Buy
25,424
+312
+1% +$3.44K 0.01% 826
2023
Q4 		$284K Sell
25,112
-2,624
-9% -$27.9K 0.01% 784
2023
Q3 		$293K Sell
27,736
-9,315
-25% -$101K 0.01% 742
2023
Q2 		$385K Sell
37,051
-6,535
-15% -$64.5K 0.02% 629
2023
Q1 		$430K Buy
43,586
+221
+0.5% +$2.31K 0.02% 554
2022
Q4 		$423K Sell
43,365
-1,622
-4% -$15.8K 0.03% 537
2022
Q3 		$382K Buy
44,987
+12,529
+39% +$118K 0.03% 535
2022
Q2 		$282K Buy
+32,458
New +$349K 0.02% 546

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

IHT Wealth Management's CION Position: Q2 2026 in Review

IHT Wealth Management reduced its CION Investment (CION) stake by 9.4% in Q2 2026, selling an estimated $16.9K and leaving 23,242 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

IHT Wealth Management first reported a position in CION in Q2 2022 and has held it in 17 quarters since. The position peaked at $430K in Q1 2023. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • IHT Wealth Management held 23,242 shares of CION Investment worth $145K as of Q2 2026.
  • IHT Wealth Management sold 2,424 CION Investment shares in Q2 2026, an estimated $16.9K.
  • CION Investment made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1197 holding.
  • IHT Wealth Management first reported a position in CION Investment in Q2 2022 and has held it in 17 quarters since.
  • IHT Wealth Management's CION Investment position peaked at $430K in Q1 2023.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.