KWA
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Kingswood Wealth Advisors’s CION Investment CION Stock Holding History

Kingswood Wealth 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
Q1 		$99.9K Hold
14,599
– – ﹤0.01% 910
2025
Q4 		$141K Hold
14,599
– – 0.01% 845
2025
Q3 		$138K Hold
14,599
– – 0.01% 776
2025
Q2 		$140K Hold
14,599
– – 0.01% 723
2025
Q1 		$153K Sell
14,599
-14,599
-50% -$169K 0.01% 692
2024
Q4 		$333K Buy
+29,198
New +$341K 0.03% 571
2024
Q3 		– Sell
-21,173
Closed -$257K – 681
2024
Q2 		$257K Buy
+21,173
New +$250K 0.02% 571
2023
Q3 		– Sell
-21,173
Closed -$220K – 435
2023
Q2 		$220K Buy
+21,173
New +$209K 0.07% 241

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