Position in CION
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$202,552
-$68,324 QoQ
Shares Held
29,613
+5.7% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CION Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Founders Financial Alliance, LLC holds $13,598,092 across 38 Asset Management names. CION ranks #21 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOF |
Guggenheim Strategic Opportunities Fund
|
119,934 | $1,321,672 | |
| 2 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
38,543 | $946,230 | |
| 3 | OXLC |
Oxford Lane Capital Corp.
|
91,622 | $896,063 | |
| 4 | BME |
BlackRock Health Sciences Trust
|
19,329 | $744,359 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
64,839 | $728,141 | |
| 6 | ACP |
abrdn Income Credit Strategies Fund
|
140,492 | $716,509 | |
| 7 | BCIC |
BCP Investment Corp
|
83,017 | $624,287 | |
| 8 | ARCC |
Ares Capital Corp
|
34,333 | $618,680 |
All Filings in CION
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,552 | 29,613 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $270,876 | 28,012 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $265,515 | 28,008 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $235,307 | 24,588 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $255,406 | 24,677 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $248,166 | 21,769 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $246,127 | 20,683 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $202,634 | 16,719 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $128,986 | 11,726 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||