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Orion Portfolio Solutions’s CION Investment CION Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$235K Sell
22,738
-3,639
-14% -$42.2K ﹤0.01% 1737
2024
Q4 		$301K Sell
26,377
-732
-3% -$8.54K ﹤0.01% 1559
2024
Q3 		$323K Buy
27,109
+9,518
+54% +$115K ﹤0.01% 1501
2024
Q2 		$213K Buy
+17,591
New +$208K ﹤0.01% 1619
2023
Q1 		– Sell
-10,048
Closed -$98K – 1558
2022
Q4 		$98K Buy
+10,048
New +$97.6K ﹤0.01% 789

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

Orion Portfolio Solutions's CION Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its CION Investment (CION) stake by 14% in Q1 2025, selling an estimated $42.2K and leaving 22,738 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Orion Portfolio Solutions first reported a position in CION in Q4 2022 and has held it in 5 quarters since. The position peaked at $323K in Q3 2024. 173 funds tracked by Wall St. Rank hold CION as of Q1 2025.

  • Orion Portfolio Solutions held 22,738 shares of CION Investment worth $235K as of Q1 2025.
  • Orion Portfolio Solutions sold 3,639 CION Investment shares in Q1 2025, an estimated $42.2K.
  • CION Investment made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1737 holding.
  • Orion Portfolio Solutions first reported a position in CION Investment in Q4 2022 and has held it in 5 quarters since.
  • Orion Portfolio Solutions's CION Investment position peaked at $323K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held CION Investment as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.