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Rydar Equities’s CION Investment CION Stock Holding History

Rydar Equities’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 		– Sell
-15,326
Closed -$105K – 108
2026
Q1 		$105K Buy
15,326
+348
+2% +$2.92K 0.08% 91
2025
Q4 		$145K Buy
14,978
+522
+4% +$5.03K 0.11% 90
2025
Q3 		$136K Buy
14,456
+514
+4% +$5.19K 0.11% 93
2025
Q2 		$133K Buy
+13,942
New +$133K 0.11% 94

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 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

Rydar Equities's CION Position: Q2 2026 in Review

Rydar Equities sold out of CION Investment (CION) in Q2 2026, closing a stake of 15,326 shares — an estimated $105K sold.

Rydar Equities first reported a position in CION in Q2 2025 and held it in 4 quarters. The position peaked at $145K in Q4 2025. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Rydar Equities reported no remaining CION Investment position as of Q2 2026 after selling out during the quarter.
  • Rydar Equities sold 15,326 CION Investment shares in Q2 2026, an estimated $105K.
  • Rydar Equities first reported a position in CION Investment in Q2 2025 and held it in 4 quarters.
  • Rydar Equities's CION Investment position peaked at $145K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Rydar Equities's 13F filing for Q2 2026, filed 21 Jul 2026.