SAI
CION icon

Savvy Advisors Inc’s CION Investment CION Stock Holding History

Savvy Advisors Inc’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 		$73.6K Buy
10,764
+89
+0.8% +$748 ﹤0.01% 1118
2025
Q4 		$103K Buy
+10,675
New +$103K ﹤0.01% 989

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 $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Savvy Advisors Inc's CION Position: Q1 2026 in Review

Savvy Advisors Inc increased its CION Investment (CION) stake by 0.83% in Q1 2026, buying an estimated $748 and bringing the position to 10,764 shares worth $73.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Savvy Advisors Inc first reported a position in CION in Q4 2025 and has held it in 2 quarters since. The position peaked at $103K in Q4 2025. 159 funds tracked by Wall St. Rank hold CION as of Q1 2026.

  • Savvy Advisors Inc held 10,764 shares of CION Investment worth $73.6K as of Q1 2026.
  • Savvy Advisors Inc bought 89 CION Investment shares in Q1 2026, an estimated $748.
  • CION Investment made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #1118 holding.
  • Savvy Advisors Inc first reported a position in CION Investment in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's CION Investment position peaked at $103K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.