UCFA
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United Capital Financial Advisors’s CION Investment CION Stock Holding History

United Capital Financial 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
2026
Q1 		– Sell
-11,482
Closed -$111K – 1640
2025
Q4 		$111K Hold
11,482
– – ﹤0.01% 1349
2025
Q3 		$109K Hold
11,482
– – ﹤0.01% 1188
2025
Q2 		$110K Sell
11,482
-4,910
-30% -$46.7K ﹤0.01% 1079
2025
Q1 		$170K Hold
16,392
– – ﹤0.01% 1027
2024
Q4 		$187K Buy
16,392
+145
+0.9% +$1.69K ﹤0.01% 1028
2024
Q3 		$193K Sell
16,247
-4,222
-21% -$50.9K ﹤0.01% 1010
2024
Q2 		$248K Buy
20,469
+133
+0.7% +$1.57K ﹤0.01% 912
2024
Q1 		$224K Buy
20,336
+134
+0.7% +$1.48K ﹤0.01% 985
2023
Q4 		$228K Buy
20,202
+9,233
+84% +$98.1K ﹤0.01% 961
2023
Q3 		$116K Hold
10,969
– – ﹤0.01% 816
2023
Q2 		$114K Hold
10,969
– – ﹤0.01% 875
2023
Q1 		$108K Hold
10,969
– – ﹤0.01% 945
2022
Q4 		$107K Sell
10,969
-2,143
-16% -$20.8K ﹤0.01% 1009
2022
Q3 		$111K Buy
+13,112
New +$123K ﹤0.01% 1052

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

United Capital Financial Advisors's CION Position: Q1 2026 in Review

United Capital Financial Advisors sold out of CION Investment (CION) in Q1 2026, closing a stake of 11,482 shares — an estimated $111K sold.

United Capital Financial Advisors first reported a position in CION in Q3 2022 and held it in 14 quarters. The position peaked at $248K in Q2 2024. 159 funds tracked by Wall St. Rank hold CION as of Q1 2026.

  • United Capital Financial Advisors reported no remaining CION Investment position as of Q1 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,482 CION Investment shares in Q1 2026, an estimated $111K.
  • United Capital Financial Advisors first reported a position in CION Investment in Q3 2022 and held it in 14 quarters.
  • United Capital Financial Advisors's CION Investment position peaked at $248K in Q2 2024.
  • 159 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.