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Steward Partners Investment Advisory’s CION Investment CION Stock Holding History

Steward Partners Investment Advisory’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
-1,562
Closed -$10.7K – 4690
2026
Q1 		$10.7K Hold
1,562
– – ﹤0.01% 3522
2025
Q4 		$15.1K Hold
1,562
– – ﹤0.01% 3257
2025
Q3 		$14.8K Hold
1,562
– – ﹤0.01% 3223
2025
Q2 		$14.9K Hold
1,562
– – ﹤0.01% 3033
2025
Q1 		$16.2K Hold
1,562
– – ﹤0.01% 2898
2024
Q4 		$17.8K Hold
1,562
– – ﹤0.01% 2851
2024
Q3 		$18.6K Hold
1,562
– – ﹤0.01% 2693
2024
Q2 		$18.9K Hold
1,562
– – ﹤0.01% 2562
2024
Q1 		$17.2K Hold
1,562
– – ﹤0.01% 2581
2023
Q4 		$17.7K Hold
1,562
– – ﹤0.01% 2462
2023
Q3 		$16.5K Hold
1,562
– – ﹤0.01% 2405
2023
Q2 		$16.2K Hold
1,562
– – ﹤0.01% 2385
2023
Q1 		$15.4K Hold
1,562
– – ﹤0.01% 2365
2022
Q4 		$15.2K Hold
1,562
– – ﹤0.01% 2369
2022
Q3 		$13K Sell
1,562
-119
-7% -$1.12K ﹤0.01% 2408
2022
Q2 		$15K Sell
1,681
-1,681
-50% -$18.1K ﹤0.01% 2342
2022
Q1 		$50K Hold
3,362
– – ﹤0.01% 1913
2021
Q4 		$44K Buy
+3,362
New +$43.3K ﹤0.01% 1979

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

Steward Partners Investment Advisory's CION Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of CION Investment (CION) in Q2 2026, closing a stake of 1,562 shares — an estimated $10.7K sold.

Steward Partners Investment Advisory first reported a position in CION in Q4 2021 and held it in 18 quarters. The position peaked at $50K in Q1 2022. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining CION Investment position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,562 CION Investment shares in Q2 2026, an estimated $10.7K.
  • Steward Partners Investment Advisory first reported a position in CION Investment in Q4 2021 and held it in 18 quarters.
  • Steward Partners Investment Advisory's CION Investment position peaked at $50K in Q1 2022.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.