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Madison Wealth Management’s CION Investment CION Stock Holding History

Madison Wealth 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
2023
Q3 		$276K Buy
26,070
+6,770
+35% +$73.3K 0.06% 136
2023
Q2 		$200K Buy
+19,300
New +$190K 0.04% 152

Other funds holding CION

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 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
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Madison Wealth Management's CION Position: Q3 2023 in Review

Madison Wealth Management increased its CION Investment (CION) stake by 35% in Q3 2023, buying an estimated $73.3K and bringing the position to 26,070 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #136.

Madison Wealth Management first reported a position in CION in Q2 2023 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold CION as of Q3 2023.

  • Madison Wealth Management held 26,070 shares of CION Investment worth $276K as of Q3 2023.
  • Madison Wealth Management bought 6,770 CION Investment shares in Q3 2023, an estimated $73.3K.
  • CION Investment made up 0.06% of Madison Wealth Management's portfolio in Q3 2023, its #136 holding.
  • Madison Wealth Management first reported a position in CION Investment in Q2 2023 and has held it in 2 quarters since.
  • 166 funds tracked by Wall St. Rank held CION Investment as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.