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Strategic Wealth Partners’s CION Investment CION Stock Holding History

Strategic Wealth Partners’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
-3,111
Closed -$21.3K – 1482
2026
Q1 		$21.3K Buy
3,111
+2,149
+223% +$18.1K ﹤0.01% 697
2025
Q4 		$9.3K Buy
+962
New +$9.27K ﹤0.01% 911
2025
Q3 		– Sell
-5,144
Closed -$49.2K – 1328
2025
Q2 		$49.2K Buy
+5,144
New +$48.9K ﹤0.01% 496

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

Strategic Wealth Partners's CION Position: Q2 2026 in Review

Strategic Wealth Partners sold out of CION Investment (CION) in Q2 2026, closing a stake of 3,111 shares — an estimated $21.3K sold.

Strategic Wealth Partners first reported a position in CION in Q2 2025 and held it in 3 quarters. The position peaked at $49.2K in Q2 2025. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Strategic Wealth Partners reported no remaining CION Investment position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 3,111 CION Investment shares in Q2 2026, an estimated $21.3K.
  • Strategic Wealth Partners first reported a position in CION Investment in Q2 2025 and held it in 3 quarters.
  • Strategic Wealth Partners's CION Investment position peaked at $49.2K in Q2 2025.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.