Sound Income Strategies’s CION Investment CION Stock Holding History

Sound Income Strategies’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	-404	Closed	-$2.73K	–	819
2026 Q1	$2.73K	Hold	404	–	–	﹤0.01%	2068
2025 Q4	$3.82K	Hold	404	–	–	﹤0.01%	1920
2025 Q3	$3.73K	Hold	404	–	–	﹤0.01%	1232
2025 Q2	$3.87K	Hold	404	–	–	﹤0.01%	1149
2025 Q1	$4.18K	Hold	404	–	–	﹤0.01%	1097
2024 Q4	$4.61K	Hold	404	–	–	﹤0.01%	1005
2024 Q3	$4.81K	Hold	404	–	–	﹤0.01%	959
2024 Q2	$4.9K	Hold	404	–	–	﹤0.01%	948
2024 Q1	$4.44K	Sell	404 -1,480	-79%	-$16.3K	﹤0.01%	929
2023 Q4	$21.3K	Buy	1,884 +1,480	+366%	+$15.7K	﹤0.01%	584
2023 Q3	$4.27K	Hold	404	–	–	﹤0.01%	782
2023 Q2	$4.19K	Hold	404	–	–	﹤0.01%	769
2023 Q1	$3.99K	Buy	+404	New	+$4.23K	﹤0.01%	729

Other funds holding CION

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Sound Income Strategies's CION Position: Q2 2026 in Review

Sound Income Strategies sold out of CION Investment (CION) in Q2 2026, closing a stake of 404 shares — an estimated $2.73K sold.

Sound Income Strategies first reported a position in CION in Q1 2023 and held it in 13 quarters. The position peaked at $21.3K in Q4 2023. 105 funds tracked by Wall St. Rank hold CION as of Q2 2026.

Sound Income Strategies reported no remaining CION Investment position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 404 CION Investment shares in Q2 2026, an estimated $2.73K.
Sound Income Strategies first reported a position in CION Investment in Q1 2023 and held it in 13 quarters.
Sound Income Strategies's CION Investment position peaked at $21.3K in Q4 2023.
105 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.