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Legacy Investment Solutions’s CION Investment CION Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$73.8K Buy
+7,711
New +$73.3K 0.04% 129
2024
Q4 		$98.7K Sell
8,486
-2,438
-22% -$28.4K 0.06% 89
2024
Q3 		$124K Buy
+10,924
New +$132K 0.07% 75

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

Legacy Investment Solutions's CION Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in CION Investment (CION) in Q2 2025: 7,711 shares worth $73.8K. The stake represents 0.04% of the portfolio and ranks #129 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in CION as recently as Q4 2024.

Legacy Investment Solutions first reported a position in CION in Q3 2024 and has held it in 3 quarters since. The position peaked at $124K in Q3 2024. 161 funds tracked by Wall St. Rank hold CION as of Q2 2025.

  • Legacy Investment Solutions held 7,711 shares of CION Investment worth $73.8K as of Q2 2025.
  • CION Investment was a new Legacy Investment Solutions position in Q2 2025.
  • CION Investment made up 0.04% of Legacy Investment Solutions's portfolio in Q2 2025, its #129 holding.
  • Legacy Investment Solutions first reported a position in CION Investment in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's CION Investment position peaked at $124K in Q3 2024.
  • 161 funds tracked by Wall St. Rank held CION Investment as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.