UAG
CION icon

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
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 $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