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Wealth Preservation Advisors’s CION Investment CION Stock Holding History

Wealth Preservation 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 		$20.9K Hold
3,061
– – 0.02% 307
2025
Q4 		$29.6K Hold
3,061
– – 0.01% 234
2025
Q3 		$29K Hold
3,061
– – 0.02% 228
2025
Q2 		$29.3K Hold
3,061
– – 0.02% 220
2025
Q1 		$31.7K Buy
+3,061
New +$35.5K 0.02% 213

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

Wealth Preservation Advisors's CION Position: Q1 2026 in Review

Wealth Preservation Advisors held its CION Investment (CION) position steady in Q1 2026 at 3,061 shares worth $20.9K. The position accounts for 0.02% of the portfolio, ranked #307.

Wealth Preservation Advisors first reported a position in CION in Q1 2025 and has held it in 5 quarters since. The position peaked at $31.7K in Q1 2025. 159 funds tracked by Wall St. Rank hold CION as of Q1 2026.

  • Wealth Preservation Advisors held 3,061 shares of CION Investment worth $20.9K as of Q1 2026.
  • Wealth Preservation Advisors left its CION Investment share count unchanged in Q1 2026.
  • CION Investment made up 0.02% of Wealth Preservation Advisors's portfolio in Q1 2026, its #307 holding.
  • Wealth Preservation Advisors first reported a position in CION Investment in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's CION Investment position peaked at $31.7K in Q1 2025.
  • 159 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.