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Merkkuri Wealth Advisors’s CION Investment CION Stock Holding History

Merkkuri Wealth 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
Q1 		$734 Buy
+107
New +$899 ﹤0.01% 358

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Merkkuri Wealth Advisors's CION Position: Q1 2026 in Review

Merkkuri Wealth Advisors opened a new position in CION Investment (CION) in Q1 2026: 107 shares worth $734. The stake represents ﹤0.01% of the portfolio and ranks #358 among its holdings.

159 funds tracked by Wall St. Rank hold CION as of Q1 2026.

  • Merkkuri Wealth Advisors held 107 shares of CION Investment worth $734 as of Q1 2026.
  • CION Investment was a new Merkkuri Wealth Advisors position in Q1 2026.
  • CION Investment made up ﹤0.01% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #358 holding.
  • 159 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.