Janney Montgomery Scott
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Janney Montgomery Scott’s CION Investment CION Stock Holding History

Janney Montgomery Scott’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 		$479K Buy
76,920
+1,115
+1% +$7.79K ﹤0.01% 2415
2026
Q1 		$519K Buy
75,805
+7,589
+11% +$63.8K ﹤0.01% 2022
2025
Q4 		$660K Sell
68,216
-18,810
-22% -$181K ﹤0.01% 2010
2025
Q3 		$825K Buy
+87,026
New +$879K ﹤0.01% 1835

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

Janney Montgomery Scott's CION Position: Q2 2026 in Review

Janney Montgomery Scott increased its CION Investment (CION) stake by 1.5% in Q2 2026, buying an estimated $7.79K and bringing the position to 76,920 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

Janney Montgomery Scott first reported a position in CION in Q3 2025 and has held it in 4 quarters since. The position peaked at $825K in Q3 2025. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Janney Montgomery Scott held 76,920 shares of CION Investment worth $479K as of Q2 2026.
  • Janney Montgomery Scott bought 1,115 CION Investment shares in Q2 2026, an estimated $7.79K.
  • CION Investment made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2415 holding.
  • Janney Montgomery Scott first reported a position in CION Investment in Q3 2025 and has held it in 4 quarters since.
  • Janney Montgomery Scott's CION Investment position peaked at $825K in Q3 2025.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.