Wealthspire Advisors (New York)’s CION Investment CION Stock Holding History

Wealthspire Advisors (New York)’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	$104K	Hold	16,687	–	–	﹤0.01%	1221
2026 Q1	$114K	Hold	16,687	–	–	﹤0.01%	889
2025 Q4	$161K	Hold	16,687	–	–	﹤0.01%	986
2025 Q3	$158K	Hold	16,687	–	–	﹤0.01%	874
2025 Q2	$160K	Hold	16,687	–	–	﹤0.01%	809
2025 Q1	$173K	Hold	16,687	–	–	﹤0.01%	751
2024 Q4	$190K	Hold	16,687	–	–	﹤0.01%	750
2024 Q3	$199K	Hold	16,687	–	–	﹤0.01%	718
2024 Q2	$202K	Hold	16,687	–	–	﹤0.01%	623
2024 Q1	$184K	Hold	16,687	–	–	﹤0.01%	612
2023 Q4	$189K	Hold	16,687	–	–	﹤0.01%	622
2023 Q3	$176K	Hold	16,687	–	–	﹤0.01%	571
2023 Q2	$173K	Sell	16,687 -4,136	-20%	-$40.8K	﹤0.01%	537
2023 Q1	$206K	Hold	20,823	–	–	﹤0.01%	499
2022 Q4	$203K	Buy	+20,823	New	+$202K	﹤0.01%	542

Other funds holding CION

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wealthspire Advisors (New York)'s CION Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its CION Investment (CION) position steady in Q2 2026 at 16,687 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Wealthspire Advisors (New York) first reported a position in CION in Q4 2022 and has held it in 15 quarters since. The position peaked at $206K in Q1 2023. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

Wealthspire Advisors (New York) held 16,687 shares of CION Investment worth $104K as of Q2 2026.
Wealthspire Advisors (New York) left its CION Investment share count unchanged in Q2 2026.
CION Investment made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1221 holding.
Wealthspire Advisors (New York) first reported a position in CION Investment in Q4 2022 and has held it in 15 quarters since.
Wealthspire Advisors (New York)'s CION Investment position peaked at $206K in Q1 2023.
138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.