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
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

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

United Advisor Group's CION Position: Q2 2026 in Review

United Advisor Group held its CION Investment (CION) position steady in Q2 2026 at 24,085 shares worth $150K. The position accounts for 0.02% of the portfolio, ranked #533.

United Advisor Group first reported a position in CION in Q1 2024 and has held it in 10 quarters since. The position peaked at $319K in Q2 2024. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • United Advisor Group held 24,085 shares of CION Investment worth $150K as of Q2 2026.
  • United Advisor Group left its CION Investment share count unchanged in Q2 2026.
  • CION Investment made up 0.02% of United Advisor Group's portfolio in Q2 2026, its #533 holding.
  • United Advisor Group first reported a position in CION Investment in Q1 2024 and has held it in 10 quarters since.
  • United Advisor Group's CION Investment position peaked at $319K in Q2 2024.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.