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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
Q2 		$67.8K Buy
10,876
+112
+1% +$783 ﹤0.01% 1239
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 $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

Savvy Advisors Inc's CION Position: Q2 2026 in Review

Savvy Advisors Inc increased its CION Investment (CION) stake by 1% in Q2 2026, buying an estimated $783 and bringing the position to 10,876 shares worth $67.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Savvy Advisors Inc first reported a position in CION in Q4 2025 and has held it in 3 quarters since. The position peaked at $103K in Q4 2025. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Savvy Advisors Inc held 10,876 shares of CION Investment worth $67.8K as of Q2 2026.
  • Savvy Advisors Inc bought 112 CION Investment shares in Q2 2026, an estimated $783.
  • CION Investment made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1239 holding.
  • Savvy Advisors Inc first reported a position in CION Investment in Q4 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's CION Investment position peaked at $103K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.