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OneDigital Investment Advisors’s CION Investment CION Stock Holding History

OneDigital Investment 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 		$959K Sell
140,140
-38,624
-22% -$325K 0.01% 699
2025
Q4 		$1.73M Sell
178,764
-3,360
-2% -$32.4K 0.02% 500
2025
Q3 		$1.73M Sell
182,124
-1,949
-1% -$19.7K 0.02% 481
2025
Q2 		$1.76M Sell
184,073
-16,891
-8% -$161K 0.02% 466
2025
Q1 		$2.08M Sell
200,964
-1,746
-0.9% -$20.2K 0.02% 400
2024
Q4 		$2.31M Buy
202,710
+5,986
+3% +$69.9K 0.03% 386
2024
Q3 		$2.34M Buy
196,724
+13,182
+7% +$159K 0.03% 399
2024
Q2 		$2.22M Buy
183,542
+4,955
+3% +$58.5K 0.03% 396
2024
Q1 		$1.96M Buy
178,587
+333
+0.2% +$3.67K 0.03% 342
2023
Q4 		$2.02M Sell
178,254
-11,875
-6% -$126K 0.04% 312
2023
Q3 		$2.01M Sell
190,129
-2,036
-1% -$22K 0.04% 283
2023
Q2 		$1.99M Sell
192,165
-2,356
-1% -$23.2K 0.04% 279
2023
Q1 		$1.92M Sell
194,521
-765
-0.4% -$8.02K 0.05% 281
2022
Q4 		$1.9M Sell
195,286
-11,384
-6% -$111K 0.06% 260
2022
Q3 		$1.76M Buy
206,670
+65,140
+46% +$611K 0.07% 206
2022
Q2 		$1.23M Buy
141,530
+62,163
+78% +$668K 0.05% 222
2022
Q1 		$1.18M Buy
79,367
+21,699
+38% +$281K 0.04% 233
2021
Q4 		$754K Buy
+57,668
New +$743K 0.03% 333

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 $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

OneDigital Investment Advisors's CION Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its CION Investment (CION) stake by 22% in Q1 2026, selling an estimated $325K and leaving 140,140 shares worth $959K. The position accounts for 0.01% of the portfolio, ranked #699.

OneDigital Investment Advisors first reported a position in CION in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.34M in Q3 2024. 159 funds tracked by Wall St. Rank hold CION as of Q1 2026.

  • OneDigital Investment Advisors held 140,140 shares of CION Investment worth $959K as of Q1 2026.
  • OneDigital Investment Advisors sold 38,624 CION Investment shares in Q1 2026, an estimated $325K.
  • CION Investment made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #699 holding.
  • OneDigital Investment Advisors first reported a position in CION Investment in Q4 2021 and has held it in 18 quarters since.
  • OneDigital Investment Advisors's CION Investment position peaked at $2.34M in Q3 2024.
  • 159 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.