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Innovative Asset Advisors Group’s CION Investment CION Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-14,418
Closed -$98.6K – 421
2026
Q1 		$98.6K Buy
+14,418
New +$121K 0.06% 208

Other funds holding CION

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
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
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
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Innovative Asset Advisors Group's CION Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of CION Investment (CION) in Q2 2026, closing a stake of 14,418 shares — an estimated $98.6K sold.

Innovative Asset Advisors Group first reported a position in CION in Q1 2026 and held it in 1 quarter. The position peaked at $98.6K in Q1 2026. 133 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining CION Investment position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 14,418 CION Investment shares in Q2 2026, an estimated $98.6K.
  • Innovative Asset Advisors Group first reported a position in CION Investment in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's CION Investment position peaked at $98.6K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.