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Cion Invt Corp shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Cion Invt Corp (CION) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Cion Invt Corp

Tip: Access up to 7 years of quarterly data

All positions including Cion Invt Corp held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cion Invt Corp by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $229k 20k 11.31
2023-09-30 $116k 11k 10.57
2023-06-30 $114k 11k 10.38
2023-03-31 $108k 11k 9.87
2022-12-31 $107k 11k 9.75
2022-09-30 $111k 13k 8.47

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Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
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Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding Cion Invt Corp

Punch & Associates Investment Management
Brooklyn Capital Management
Van Eck Associates Corp.
Cambridge Investment Research Advisors
Pinkerton Retirement Specialists
Millennium Management
Feltz Wealth PLAN
Financial Gravity Wealth
Two Sigma Investments
Advisor Group Holdings
Two Sigma Advisers
Kestra Advisory Services
Berger Financial Group
Arkadios Wealth Advisors
Hennion & Walsh Asset Management

View all funds holding Cion Invt Corp