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Main Street Group’s CION Investment CION Stock Holding History

Main Street Group’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 		$2.9K Hold
465
– – ﹤0.01% 706
2026
Q1 		$3.18K Buy
+465
New +$3.91K ﹤0.01% 693
2025
Q4 		– Sell
-2,856
Closed -$27.1K – 187
2025
Q3 		$27.1K Hold
2,856
– – 0.01% 349
2025
Q2 		$27.3K Sell
2,856
-918
-24% -$8.73K 0.01% 336
2025
Q1 		$39.1K Buy
3,774
+918
+32% +$10.6K 0.02% 282
2024
Q4 		$32.6K Hold
2,856
– – 0.01% 315
2024
Q3 		$34K Hold
2,856
– – 0.01% 317
2024
Q2 		$34.7K Sell
2,856
-2,026
-41% -$23.9K 0.01% 314
2024
Q1 		$54K Buy
4,882
+3,223
+194% +$35.5K 0.02% 265
2023
Q4 		$18.8K Buy
+1,659
New +$17.6K 0.01% 652

Other funds holding CION

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EIPL
Essential Investment Partners LLC Englewood, Colorado $125M AUM

Main Street Group's CION Position: Q2 2026 in Review

Main Street Group held its CION Investment (CION) position steady in Q2 2026 at 465 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Main Street Group first reported a position in CION in Q4 2023 and has held it in 10 quarters since. The position peaked at $54K in Q1 2024. 14 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Main Street Group held 465 shares of CION Investment worth $2.9K as of Q2 2026.
  • Main Street Group left its CION Investment share count unchanged in Q2 2026.
  • CION Investment made up ﹤0.01% of Main Street Group's portfolio in Q2 2026, its #706 holding.
  • Main Street Group first reported a position in CION Investment in Q4 2023 and has held it in 10 quarters since.
  • Main Street Group's CION Investment position peaked at $54K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.