Koshinski Asset Management
CION icon

Koshinski Asset Management’s CION Investment CION Stock Holding History

Koshinski Asset Management’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 		$183K Hold
29,440
– – 0.01% 756
2026
Q1 		$201K Hold
29,440
– – 0.01% 711
2025
Q4 		$285K Sell
29,440
-956
-3% -$9.21K 0.02% 578
2025
Q3 		$288K Sell
30,396
-2,392
-7% -$24.1K 0.02% 578
2025
Q2 		$314K Sell
32,788
-1,348
-4% -$12.8K 0.02% 524
2025
Q1 		$353K Hold
34,136
– – 0.03% 449
2024
Q4 		$389K Hold
34,136
– – 0.03% 435
2024
Q3 		$406K Sell
34,136
-2,773
-8% -$33.5K 0.04% 420
2024
Q2 		$453K Buy
36,909
+20,670
+127% +$244K 0.04% 373
2024
Q1 		$179K Sell
16,239
-227
-1% -$2.5K 0.02% 555
2023
Q4 		$186K Sell
16,466
-24,533
-60% -$261K 0.03% 475
2023
Q3 		$433K Sell
40,999
-2,237
-5% -$24.2K 0.05% 357
2023
Q2 		$449K Sell
43,236
-8,993
-17% -$88.7K 0.05% 372
2023
Q1 		$516K Sell
52,229
-4,501
-8% -$47.2K 0.05% 318
2022
Q4 		$553K Sell
56,730
-2,678
-5% -$26K 0.05% 346
2022
Q3 		$505K Buy
59,408
+31,202
+111% +$293K 0.06% 322
2022
Q2 		$245K Buy
28,206
+12,243
+77% +$132K 0.02% 507
2022
Q1 		$236K Sell
15,963
-15,774
-50% -$204K 0.02% 538
2021
Q4 		$415K Buy
+31,737
New +$409K 0.03% 435

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

Koshinski Asset Management's CION Position: Q2 2026 in Review

Koshinski Asset Management held its CION Investment (CION) position steady in Q2 2026 at 29,440 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #756.

Koshinski Asset Management first reported a position in CION in Q4 2021 and has held it in 19 quarters since. The position peaked at $553K in Q4 2022. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Koshinski Asset Management held 29,440 shares of CION Investment worth $183K as of Q2 2026.
  • Koshinski Asset Management left its CION Investment share count unchanged in Q2 2026.
  • CION Investment made up 0.01% of Koshinski Asset Management's portfolio in Q2 2026, its #756 holding.
  • Koshinski Asset Management first reported a position in CION Investment in Q4 2021 and has held it in 19 quarters since.
  • Koshinski Asset Management's CION Investment position peaked at $553K in Q4 2022.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.