Kozak & Associates, Inc. - CION INVT CORP ownership

CION INVT CORP's ticker is and the CUSIP is 17259U204. A total of 165 filers reported holding CION INVT CORP in Q3 2023. The put-call ratio across all filers is 2.42 and the average weighting 0.1%.

Quarter-by-quarter ownership
Kozak & Associates, Inc. ownership history of CION INVT CORP
ValueSharesWeighting
Q3 2023$4,932
-3.2%
4840.0%0.00%0.0%
Q2 2023$5,097
+6.7%
4840.0%0.00%0.0%
Q1 2023$4,777
+95440.0%
4840.0%0.00%0.0%
Q4 2022$5
-99.9%
4840.0%0.00%
-33.3%
Q3 2022$4,000
+33.3%
484
+49.8%
0.00%
+50.0%
Q2 2022$3,0003230.00%
Other shareholders
CION INVT CORP shareholders Q3 2023
NameSharesValueWeighting ↓
Kalos Management, Inc. 232,864$3,434,0002.35%
Bulldog Investors, LLP 394,414$5,837,0001.50%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 723,957$10,715,0000.61%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 98,641$1,460,0000.29%
Endowment Wealth Management, Inc. 17,555$260,0000.27%
Berger Financial Group, Inc 139,714$2,068,0000.26%
National Wealth Management Group, LLC 13,097$193,8390.19%
SWMG, LLC 19,374$287,0000.16%
WealthPlan Investment Management, LLC 201,893$2,261,0000.16%
WealthPLAN Partners, LLC 201,893$2,261,0000.16%
View complete list of CION INVT CORP shareholders