Legacy Advisors
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Legacy Advisors’s CION Investment CION Stock Holding History

Legacy 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
Q3 		$73.7K Sell
10,500
-6,500
-38% -$44.7K 0.01% 312
2026
Q2 		$106K Hold
17,000
– – 0.01% 327
2026
Q1 		$116K Buy
+17,000
New +$143K 0.01% 271

Other funds holding CION

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
TT Capital Management
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

Legacy Advisors's CION Position: Q3 2026 in Review

Legacy Advisors reduced its CION Investment (CION) stake by 38% in Q3 2026, selling an estimated $44.7K and leaving 10,500 shares worth $73.7K. The position accounts for 0.01% of the portfolio, ranked #312.

Legacy Advisors first reported a position in CION in Q1 2026 and has held it in 3 quarters since. The position peaked at $116K in Q1 2026. 25 funds tracked by Wall St. Rank hold CION as of Q3 2026.

  • Legacy Advisors held 10,500 shares of CION Investment worth $73.7K as of Q3 2026.
  • Legacy Advisors sold 6,500 CION Investment shares in Q3 2026, an estimated $44.7K.
  • CION Investment made up 0.01% of Legacy Advisors's portfolio in Q3 2026, its #312 holding.
  • Legacy Advisors first reported a position in CION Investment in Q1 2026 and has held it in 3 quarters since.
  • Legacy Advisors's CION Investment position peaked at $116K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held CION Investment as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.