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Spire Wealth Management’s CION Investment CION Stock Holding History

Spire Wealth Management’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 		$23.8K Hold
3,821
– – ﹤0.01% 1394
2026
Q1 		$26.1K Hold
3,821
– – ﹤0.01% 1339
2025
Q4 		$36.9K Hold
3,821
– – ﹤0.01% 1271
2025
Q3 		$36.2K Sell
3,821
-110
-3% -$1.11K ﹤0.01% 1335
2025
Q2 		$37.6K Sell
3,931
-12,327
-76% -$117K ﹤0.01% 1303
2025
Q1 		$168K Hold
16,258
– – 0.01% 867
2024
Q4 		$185K Hold
16,258
– – 0.01% 843
2024
Q3 		$193K Hold
16,258
– – 0.01% 733
2024
Q2 		$197K Buy
16,258
+353
+2% +$4.17K 0.01% 722
2024
Q1 		$175K Buy
15,905
+358
+2% +$3.95K ﹤0.01% 807
2023
Q4 		$172K Buy
15,547
+336
+2% +$3.57K 0.01% 802
2023
Q3 		$161K Hold
15,211
– – 0.01% 779
2023
Q2 		$158K Buy
15,211
+350
+2% +$3.45K 0.01% 800
2023
Q1 		$147K Buy
14,861
+366
+3% +$3.83K 0.01% 829
2022
Q4 		$141K Buy
14,495
+4,867
+51% +$47.3K 0.01% 637
2022
Q3 		$82K Sell
9,628
-29,076
-75% -$273K 0.01% 773
2022
Q2 		$337K Buy
+38,704
New +$416K 0.01% 596

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

Spire Wealth Management's CION Position: Q2 2026 in Review

Spire Wealth Management held its CION Investment (CION) position steady in Q2 2026 at 3,821 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Spire Wealth Management first reported a position in CION in Q2 2022 and has held it in 17 quarters since. The position peaked at $337K in Q2 2022. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Spire Wealth Management held 3,821 shares of CION Investment worth $23.8K as of Q2 2026.
  • Spire Wealth Management left its CION Investment share count unchanged in Q2 2026.
  • CION Investment made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1394 holding.
  • Spire Wealth Management first reported a position in CION Investment in Q2 2022 and has held it in 17 quarters since.
  • Spire Wealth Management's CION Investment position peaked at $337K in Q2 2022.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.