TLA
CION icon

Tanglewood Legacy Advisors’s CION Investment CION Stock Holding History

Tanglewood Legacy Advisors’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
2025
Q3 		– Sell
-16,865
Closed -$161K – 275
2025
Q2 		$161K Hold
16,865
– – 0.07% 103
2025
Q1 		$175K Hold
16,865
– – 0.08% 100
2024
Q4 		$192K Hold
16,865
– – 0.08% 93
2024
Q3 		$201K Hold
16,865
– – 0.09% 88
2024
Q2 		$204K Hold
16,865
– – 0.1% 89
2024
Q1 		$186K Hold
16,865
– – 0.09% 92
2023
Q4 		$191K Hold
16,865
– – 0.1% 84
2023
Q3 		$178K Hold
16,865
– – 0.11% 87
2023
Q2 		$175K Hold
16,865
– – 0.1% 86
2023
Q1 		$166K Hold
16,865
– – 0.11% 81
2022
Q4 		$164K Buy
+16,865
New +$164K 0.12% 68

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

Tanglewood Legacy Advisors's CION Position: Q3 2025 in Review

Tanglewood Legacy Advisors sold out of CION Investment (CION) in Q3 2025, closing a stake of 16,865 shares — an estimated $161K sold.

Tanglewood Legacy Advisors first reported a position in CION in Q4 2022 and held it in 11 quarters. The position peaked at $204K in Q2 2024. 154 funds tracked by Wall St. Rank hold CION as of Q3 2025.

  • Tanglewood Legacy Advisors reported no remaining CION Investment position as of Q3 2025 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 16,865 CION Investment shares in Q3 2025, an estimated $161K.
  • Tanglewood Legacy Advisors first reported a position in CION Investment in Q4 2022 and held it in 11 quarters.
  • Tanglewood Legacy Advisors's CION Investment position peaked at $204K in Q2 2024.
  • 154 funds tracked by Wall St. Rank held CION Investment as of Q3 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.