Collaborative Wealth Managment Inc. - CION INVT CORP ownership

CION INVT CORP's ticker is and the CUSIP is 17259U204. A total of 167 filers reported holding CION INVT CORP in Q1 2023. The put-call ratio across all filers is 0.64 and the average weighting 0.1%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of CION INVT CORP
ValueSharesWeighting
Q3 2023$272,311
-15.5%
25,763
-17.0%
0.16%
-15.6%
Q2 2023$322,296
+5.2%
31,050
+0.0%
0.19%
-0.5%
Q1 2023$306,322
+0.0%
31,036
-1.2%
0.19%
-4.0%
Q4 2022$306,248
-9.7%
31,410
-21.1%
0.20%
-16.2%
Q3 2022$339,000
+37.2%
39,829
+40.5%
0.24%
+48.1%
Q2 2022$247,000
+34.2%
28,357
+101.7%
0.16%
+60.4%
Q4 2021$184,000
-11.5%
14,0620.0%0.10%
-15.8%
Q1 2021$208,00014,0620.12%
Other shareholders
CION INVT CORP shareholders Q1 2023
NameSharesValueWeighting ↓
Bulldog Investors, LLP 1,001,239$10,583,0963.67%
Pinkerton Retirement Specialists, LLC 783,442$8,280,9861.80%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1,630,333$17,232,6151.10%
FirstPurpose Wealth LLC 203,557$2,151,6020.93%
Callodine Capital Management, LP 250,000$2,642,5000.74%
WealthPLAN Partners, LLC 468,122$4,948,0500.58%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 284,918$3,011,5820.54%
Paradigm Financial Partners, LLC 177,975$1,817,1250.50%
Endowment Wealth Management, Inc. 52,182$551,5690.50%
Alpine Global Management, LLC 180,849$1,911,5740.48%
View complete list of CION INVT CORP shareholders