SPC
CION icon

Sigma Planning Corp’s CION Investment CION Stock Holding History

Sigma Planning Corp’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 		$1.25M Sell
200,157
-11,506
-5% -$80.4K 0.03% 513
2026
Q1 		$1.45M Sell
211,663
-68,383
-24% -$575K 0.04% 431
2025
Q4 		$2.71M Buy
280,046
+3,005
+1% +$29K 0.07% 269
2025
Q3 		$2.63M Sell
277,041
-65,525
-19% -$662K 0.07% 267
2025
Q2 		$3.28M Buy
342,566
+4,423
+1% +$42.1K 0.1% 210
2025
Q1 		$3.5M Buy
338,143
+12,377
+4% +$144K 0.11% 193
2024
Q4 		$3.71M Buy
325,766
+19,106
+6% +$223K 0.12% 176
2024
Q3 		$3.65M Buy
306,660
+10,711
+4% +$129K 0.11% 185
2024
Q2 		$3.59M Buy
295,949
+410
+0.1% +$4.84K 0.11% 179
2024
Q1 		$3.25M Buy
295,539
+113,305
+62% +$1.25M 0.1% 204
2023
Q4 		$2.06M Sell
182,234
-121,653
-40% -$1.29M 0.16% 124
2023
Q3 		$3.21M Buy
303,887
+1,896
+0.6% +$20.5K 0.12% 170
2023
Q2 		$3.13M Sell
301,991
-31,121
-9% -$307K 0.11% 187
2023
Q1 		$3.29M Buy
333,112
+34,777
+12% +$364K 0.11% 188
2022
Q4 		$2.91M Sell
298,335
-10,291
-3% -$99.9K 0.1% 200
2022
Q3 		$2.62M Buy
308,626
+192,641
+166% +$1.81M 0.1% 205
2022
Q2 		$1.01M Buy
+115,985
New +$1.25M 0.04% 463

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

Sigma Planning Corp's CION Position: Q2 2026 in Review

Sigma Planning Corp reduced its CION Investment (CION) stake by 5.4% in Q2 2026, selling an estimated $80.4K and leaving 200,157 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #513.

Sigma Planning Corp first reported a position in CION in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.71M in Q4 2024. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Sigma Planning Corp held 200,157 shares of CION Investment worth $1.25M as of Q2 2026.
  • Sigma Planning Corp sold 11,506 CION Investment shares in Q2 2026, an estimated $80.4K.
  • CION Investment made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #513 holding.
  • Sigma Planning Corp first reported a position in CION Investment in Q2 2022 and has held it in 17 quarters since.
  • Sigma Planning Corp's CION Investment position peaked at $3.71M in Q4 2024.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.