BlueChip Wealth Advisors LLC CION — CION INVT CORP

Ownership history in BlueChip Wealth Advisors LLC  ·  10 quarters on record

AI Ownership Summary

BlueChip Wealth Advisors LLC reported CION INVT CORP (CION) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.31% in 2024 Q3. The latest visible filing shows CION at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CION ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BlueChip Wealth Advisors LLC's position in CION INVT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CION was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CION stock page BlueChip Wealth Advisors LLC fund profile BlueChip Wealth Advisors LLC full holdings
How BlueChip Wealth Advisors LLC held CION — position size vs. price
% of Fund (quarterly)    CION price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 24,676 -16,750 -40.4% 0.07% $169K 2026-05-05 $7.90
2025 Q4 ADDED — — — 41,426 +14,075 +51.5% 0.17% $401K 2026-02-05 $8.43
2025 Q3 REDUCED 48.4% +5.0% ❌ 27,351 -25,625 -48.4% 0.11% $259K 2025-11-06 $8.95
2025 Q2 ADDED — — — 52,976 +1,610 +3.1% 0.23% $507K 2025-07-30 $8.66
2025 Q1 ADDED — — — 51,366 +16,750 +48.4% 0.26% $532K 2025-05-06 $8.39
2024 Q4 REDUCED 30.0% -6.1% ✅ 34,616 -14,857 -30.0% 0.22% $395K 2025-02-12 $9.73
2024 Q3 ADDED — — — 49,473 +24,909 +101.4% 0.31% $589K 2024-11-14 $9.10
2024 Q2 UNCHANGED — — — 24,564 — 0% 0.18% $298K 2024-08-12 $9.14
2024 Q1 ADDED — — — 24,564 +9,482 +62.9% 0.17% $270K 2024-04-30 $8.54
2023 Q4 INITIATED — — — 15,082 — — 0.12% $171K 2024-03-15 $7.91

🏢 Other funds also holding CION

As of 2026 Q1 — sorted by position size

Bulldog Investors, LLP 3Y 7Y 2.36% Legacy Wealth Managment, LLC/ID 0.71% PINKERTON WEALTH, LLC 3Y 7Y 0.2% Endowment Wealth Management, Inc. 3Y 0.2% Berger Financial Group, Inc 3Y 0.16% Capital Asset Managemnet, LLC 0.12% Financial Gravity Asset Management, Inc. 3Y 7Y 0.1% Rydar Equities, Inc. 0.08% A&I FINANCIAL SERVICES, LLC 3Y 7Y 0.08% GatePass Capital, LLC 0.07%

FAQ About BlueChip Wealth Advisors LLC and CION

These are the practical questions this page is built to answer before you even open the full history table.

How long has BlueChip Wealth Advisors LLC reported owning CION?

BlueChip Wealth Advisors LLC reported CION across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CION position in BlueChip Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for CION was 0.31% in 2024 Q3.

What is the latest reported CION position on this page?

The most recent filing on this page is 2026 Q1, when BlueChip Wealth Advisors LLC reported 24,676 shares, equal to 0.07% of portfolio, with an estimated market value of $169K.

What does the chart on this CION ownership page compare?

The chart compares BlueChip Wealth Advisors LLC's quarterly CION portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BlueChip Wealth Advisors LLC time their CION position?

Based on 13F filing dates vs. subsequent CION price moves, BlueChip Wealth Advisors LLC correctly timed 7 out of 8 reported position changes (88%).

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