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
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 $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Janney Montgomery Scott's CION Position: Q1 2026 in Review

Janney Montgomery Scott increased its CION Investment (CION) stake by 11% in Q1 2026, buying an estimated $63.8K and bringing the position to 75,805 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

Janney Montgomery Scott first reported a position in CION in Q3 2025 and has held it in 3 quarters since. The position peaked at $825K in Q3 2025. 159 funds tracked by Wall St. Rank hold CION as of Q1 2026.

  • Janney Montgomery Scott held 75,805 shares of CION Investment worth $519K as of Q1 2026.
  • Janney Montgomery Scott bought 7,589 CION Investment shares in Q1 2026, an estimated $63.8K.
  • CION Investment made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2022 holding.
  • Janney Montgomery Scott first reported a position in CION Investment in Q3 2025 and has held it in 3 quarters since.
  • Janney Montgomery Scott's CION Investment position peaked at $825K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.