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Wealthcare Advisory Partners’s CION Investment CION Stock Holding History

Wealthcare Advisory Partners’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 		– Sell
-15,517
Closed -$106K – 1104
2026
Q1 		$106K Hold
15,517
– – ﹤0.01% 1051
2025
Q4 		$150K Sell
15,517
-7,172
-32% -$69.1K ﹤0.01% 1034
2025
Q3 		$215K Sell
22,689
-6,290
-22% -$63.5K ﹤0.01% 958
2025
Q2 		$277K Buy
28,979
+8,402
+41% +$79.9K 0.01% 819
2025
Q1 		$213K Sell
20,577
-6,292
-23% -$73K 0.01% 853
2024
Q4 		$306K Sell
26,869
-9,250
-26% -$108K 0.01% 705
2024
Q3 		$430K Buy
36,119
+49
+0.1% +$591 0.01% 605
2024
Q2 		$437K Buy
36,070
+7,813
+28% +$92.3K 0.01% 565
2024
Q1 		$311K Buy
28,257
+542
+2% +$5.97K 0.01% 659
2023
Q4 		$313K Sell
27,715
-116,559
-81% -$1.24M 0.01% 598
2023
Q3 		$1.52M Sell
144,274
-5,584
-4% -$60.4K 0.07% 215
2023
Q2 		$1.56M Buy
149,858
+3,360
+2% +$33.1K 0.07% 216
2023
Q1 		$1.45M Buy
146,498
+76,224
+108% +$799K 0.06% 230
2022
Q4 		$685K Sell
70,274
-77,794
-53% -$755K 0.03% 347
2022
Q3 		$1.26M Buy
148,068
+99,634
+206% +$935K 0.07% 201
2022
Q2 		$421K Buy
+48,434
New +$520K 0.03% 362
2022
Q1 		– Sell
-46,476
Closed -$1.21M – 546
2021
Q4 		$1.21M Buy
+46,476
New +$599K 0.07% 171

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

Wealthcare Advisory Partners's CION Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of CION Investment (CION) in Q2 2026, closing a stake of 15,517 shares — an estimated $106K sold.

Wealthcare Advisory Partners first reported a position in CION in Q4 2021 and held it in 17 quarters. The position peaked at $1.56M in Q2 2023. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining CION Investment position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 15,517 CION Investment shares in Q2 2026, an estimated $106K.
  • Wealthcare Advisory Partners first reported a position in CION Investment in Q4 2021 and held it in 17 quarters.
  • Wealthcare Advisory Partners's CION Investment position peaked at $1.56M in Q2 2023.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.