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Wedbush Securities’s CION Investment CION Stock Holding History

Wedbush Securities’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 		$247K Buy
36,175
+1,300
+4% +$10.9K 0.01% 1005
2025
Q4 		$337K Buy
34,875
+4,300
+14% +$41.4K 0.01% 835
2025
Q3 		$290K Buy
30,575
+10,175
+50% +$103K 0.01% 879
2025
Q2 		$195K Buy
20,400
+4,050
+25% +$38.5K 0.01% 1061
2025
Q1 		$169K Buy
16,350
+3,900
+31% +$45.2K 0.01% 1022
2024
Q4 		$142K Hold
12,450
– – 0.01% 1060
2024
Q3 		$148K Sell
12,450
-450
-3% -$5.43K 0.01% 1024
2024
Q2 		$156K Buy
12,900
+600
+5% +$7.09K 0.01% 1107
2024
Q1 		$135K Buy
+12,300
New +$136K 0.01% 1156

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