Strategic Blueprint
CION icon

Strategic Blueprint’s CION Investment CION Stock Holding History

Strategic Blueprint’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
Q3 		$204K Sell
29,010
-5,167
-15% -$35.5K 0.01% 660
2026
Q2 		$213K Sell
34,177
-1,722
-5% -$12K 0.01% 660
2026
Q1 		$246K Sell
35,899
-4,898
-12% -$41.2K 0.01% 569
2025
Q4 		$395K Buy
40,797
+1,514
+4% +$14.6K 0.02% 460
2025
Q3 		$372K Sell
39,283
-9,010
-19% -$91K 0.02% 551
2025
Q2 		$462K Sell
48,293
-3,311
-6% -$31.5K 0.02% 464
2025
Q1 		$534K Buy
51,604
+30,227
+141% +$351K 0.03% 418
2024
Q4 		$244K Buy
21,377
+4,407
+26% +$51.4K 0.01% 578
2024
Q3 		$202K Buy
16,970
+717
+4% +$8.65K 0.01% 624
2024
Q2 		$197K Sell
16,253
-1,940
-11% -$22.9K 0.01% 590
2024
Q1 		$200K Sell
18,193
-7,334
-29% -$80.8K 0.01% 588
2023
Q4 		$289K Buy
25,527
+1,520
+6% +$16.2K 0.02% 464
2023
Q3 		$254K Sell
24,007
-434
-2% -$4.7K 0.02% 457
2023
Q2 		$254K Buy
24,441
+1,999
+9% +$19.7K 0.02% 460
2023
Q1 		$222K Sell
22,442
-2,423
-10% -$25.4K 0.02% 479
2022
Q4 		$242K Sell
24,865
-7,601
-23% -$73.8K 0.03% 449
2022
Q3 		$276K Buy
32,466
+19,647
+153% +$184K 0.03% 393
2022
Q2 		$112K Buy
+12,819
New +$138K 0.01% 477

Other funds holding CION

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Strategic Blueprint's CION Position: Q3 2026 in Review

Strategic Blueprint reduced its CION Investment (CION) stake by 15% in Q3 2026, selling an estimated $35.5K and leaving 29,010 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #660.

Strategic Blueprint first reported a position in CION in Q2 2022 and has held it in 18 quarters since. The position peaked at $534K in Q1 2025. 76 funds tracked by Wall St. Rank hold CION as of Q3 2026.

  • Strategic Blueprint held 29,010 shares of CION Investment worth $204K as of Q3 2026.
  • Strategic Blueprint sold 5,167 CION Investment shares in Q3 2026, an estimated $35.5K.
  • CION Investment made up 0.01% of Strategic Blueprint's portfolio in Q3 2026, its #660 holding.
  • Strategic Blueprint first reported a position in CION Investment in Q2 2022 and has held it in 18 quarters since.
  • Strategic Blueprint's CION Investment position peaked at $534K in Q1 2025.
  • 76 funds tracked by Wall St. Rank held CION Investment as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.