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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
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 $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Strategic Wealth Partners's CION Position: Q1 2026 in Review

Strategic Wealth Partners increased its CION Investment (CION) stake by 223% in Q1 2026, buying an estimated $18.1K and bringing the position to 3,111 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Strategic Wealth Partners first reported a position in CION in Q2 2025 and has held it in 3 quarters since. The position peaked at $49.2K in Q2 2025. 159 funds tracked by Wall St. Rank hold CION as of Q1 2026.

  • Strategic Wealth Partners held 3,111 shares of CION Investment worth $21.3K as of Q1 2026.
  • Strategic Wealth Partners bought 2,149 CION Investment shares in Q1 2026, an estimated $18.1K.
  • CION Investment made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #697 holding.
  • Strategic Wealth Partners first reported a position in CION Investment in Q2 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's CION Investment position peaked at $49.2K in Q2 2025.
  • 159 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.