NECFA
CION icon

New England Capital Financial Advisors’s CION Investment CION Stock Holding History

New England Capital Financial 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
Q2 		$18.2K Buy
2,923
+126
+5% +$881 ﹤0.01% 217
2026
Q1 		$19.1K Buy
2,797
+101
+4% +$849 0.01% 200
2025
Q4 		$26.1K Buy
2,696
+91
+3% +$877 0.01% 175
2025
Q3 		$24.7K Buy
2,605
+92
+4% +$929 0.01% 170
2025
Q2 		$24K Buy
2,513
+187
+8% +$1.78K 0.01% 168
2025
Q1 		$24.1K Buy
2,326
+11
+0.5% +$128 0.01% 165
2024
Q4 		$26.4K Buy
2,315
+68
+3% +$794 0.01% 157
2024
Q3 		$26.7K Buy
2,247
+74
+3% +$893 0.01% 152
2024
Q2 		$26.3K Buy
2,173
+63
+3% +$744 0.01% 149
2024
Q1 		$23.2K Buy
2,110
+100
+5% +$1.1K 0.01% 162
2023
Q4 		$22.7K Buy
2,010
+70
+4% +$744 0.01% 159
2023
Q3 		$20.5K Buy
1,940
+58
+3% +$628 0.01% 162
2023
Q2 		$19.5K Buy
1,882
+58
+3% +$572 0.01% 166
2023
Q1 		$18K Buy
1,824
+104
+6% +$1.09K 0.01% 189
2022
Q4 		$18.3K Buy
+1,720
New +$16.7K 0.01% 193

Other funds holding CION

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

New England Capital Financial Advisors's CION Position: Q2 2026 in Review

New England Capital Financial Advisors increased its CION Investment (CION) stake by 4.5% in Q2 2026, buying an estimated $881 and bringing the position to 2,923 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

New England Capital Financial Advisors first reported a position in CION in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.7K in Q3 2024. 96 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • New England Capital Financial Advisors held 2,923 shares of CION Investment worth $18.2K as of Q2 2026.
  • New England Capital Financial Advisors bought 126 CION Investment shares in Q2 2026, an estimated $881.
  • CION Investment made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #217 holding.
  • New England Capital Financial Advisors first reported a position in CION Investment in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's CION Investment position peaked at $26.7K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.