WealthPlan Investment Management, LLC - CION INVT CORP ownership

CION INVT CORP's ticker is and the CUSIP is 17259U204. A total of 130 filers reported holding CION INVT CORP in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of CION INVT CORP
ValueSharesWeighting
Q4 2023$130,269
+331.7%
11,518
+296.2%
0.02%
+133.3%
Q2 2023$30,175
+5.2%
2,9070.0%0.01%
+80.0%
Q1 2023$28,692
-99.3%
2,907
-99.3%
0.01%
-98.4%
Q4 2022$4,369,937
+14.7%
394,043
+3.7%
0.30%
+9.7%
Q3 2022$3,811,000
+68.6%
379,946
+88.2%
0.28%
+77.1%
Q1 2022$2,261,000201,8930.16%
Other shareholders
CION INVT CORP shareholders Q2 2022
NameSharesValueWeighting ↓
Bulldog Investors, LLP 966,536$9,423,7262.83%
Foresight Wealth Management, LLC 17,204$167,7392.40%
Pinkerton Retirement Specialists, LLC 803,089$7,830,1211.70%
FirstPurpose Wealth LLC 216,263$2,108,5681.18%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1,682,182$16,401,2741.06%
Paradigm Financial Partners, LLC 200,450$2,056,6170.60%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 287,379$2,801,9440.60%
Endowment Wealth Management, Inc. 51,591$503,0080.55%
Berger Financial Group, Inc 412,734$4,024,1560.53%
Cooper Financial Group 135,360$1,319,7570.40%
View complete list of CION INVT CORP shareholders