UAG
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United Advisor Group’s CION Investment CION Stock Holding History

United Advisor Group’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 		$164K Sell
23,380
-705
-3% -$4.84K 0.02% 553
2026
Q2 		$150K Hold
24,085
– – 0.02% 533
2026
Q1 		$165K Hold
24,085
– – 0.02% 490
2025
Q4 		$233K Hold
24,085
– – 0.03% 441
2025
Q3 		$228K Sell
24,085
-51
-0.2% -$515 0.03% 421
2025
Q2 		$231K Hold
24,136
– – 0.04% 355
2025
Q1 		$250K Sell
24,136
-2,319
-9% -$26.9K 0.05% 305
2024
Q4 		$302K Sell
26,455
-4
-0% -$47 0.06% 297
2024
Q3 		$315K Buy
26,459
+100
+0.4% +$1.21K 0.07% 272
2024
Q2 		$319K Hold
26,359
– – 0.1% 189
2024
Q1 		$290K Buy
+26,359
New +$291K 0.11% 164

Other funds holding CION

Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Callodine Capital Management
Callodine Capital Management Boston, Massachusetts $1.59B AUM 12.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return

United Advisor Group's CION Position: Q3 2026 in Review

United Advisor Group reduced its CION Investment (CION) stake by 2.9% in Q3 2026, selling an estimated $4.84K and leaving 23,380 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #553.

United Advisor Group first reported a position in CION in Q1 2024 and has held it in 11 quarters since. The position peaked at $319K in Q2 2024. 123 funds tracked by Wall St. Rank hold CION as of Q3 2026.

  • United Advisor Group held 23,380 shares of CION Investment worth $164K as of Q3 2026.
  • United Advisor Group sold 705 CION Investment shares in Q3 2026, an estimated $4.84K.
  • CION Investment made up 0.02% of United Advisor Group's portfolio in Q3 2026, its #553 holding.
  • United Advisor Group first reported a position in CION Investment in Q1 2024 and has held it in 11 quarters since.
  • United Advisor Group's CION Investment position peaked at $319K in Q2 2024.
  • 123 funds tracked by Wall St. Rank held CION Investment as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.