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Redmont Wealth Advisors’s CION Investment CION Stock Holding History

Redmont 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
2025
Q2 		– Sell
-31,151
Closed -$322K – 306
2025
Q1 		$322K Sell
31,151
-12,950
-29% -$150K 0.63% 43
2024
Q4 		$503K Hold
44,101
– – 0.87% 32
2024
Q3 		$525K Sell
44,101
-1,715
-4% -$20.7K 0.81% 35
2024
Q2 		$555K Buy
+45,816
New +$541K 0.87% 32

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return

Redmont Wealth Advisors's CION Position: Q2 2025 in Review

Redmont Wealth Advisors sold out of CION Investment (CION) in Q2 2025, closing a stake of 31,151 shares — an estimated $322K sold.

Redmont Wealth Advisors first reported a position in CION in Q2 2024 and held it in 4 quarters. The position peaked at $555K in Q2 2024. 161 funds tracked by Wall St. Rank hold CION as of Q2 2025.

  • Redmont Wealth Advisors reported no remaining CION Investment position as of Q2 2025 after selling out during the quarter.
  • Redmont Wealth Advisors sold 31,151 CION Investment shares in Q2 2025, an estimated $322K.
  • Redmont Wealth Advisors first reported a position in CION Investment in Q2 2024 and held it in 4 quarters.
  • Redmont Wealth Advisors's CION Investment position peaked at $555K in Q2 2024.
  • 161 funds tracked by Wall St. Rank held CION Investment as of Q2 2025.

Based on Redmont Wealth Advisors's 13F filing for Q2 2025, filed 17 Nov 2025.