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 Q2	$90.1K	Sell	14,466 -133	-0.9%	-$930	﹤0.01%	975
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

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Kingswood Wealth Advisors's CION Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its CION Investment (CION) stake by 0.91% in Q2 2026, selling an estimated $930 and leaving 14,466 shares worth $90.1K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Kingswood Wealth Advisors first reported a position in CION in Q2 2023 and has held it in 9 quarters since. The position peaked at $333K in Q4 2024. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

Kingswood Wealth Advisors held 14,466 shares of CION Investment worth $90.1K as of Q2 2026.
Kingswood Wealth Advisors sold 133 CION Investment shares in Q2 2026, an estimated $930.
CION Investment made up ﹤0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #975 holding.
Kingswood Wealth Advisors first reported a position in CION Investment in Q2 2023 and has held it in 9 quarters since.
Kingswood Wealth Advisors's CION Investment position peaked at $333K in Q4 2024.
138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.