Baker Tilly Wealth Management’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

Baker Tilly Wealth Management’s Portfolio BLCN Stock Details BLCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-6,046	Closed	-$257K	–	525
2021 Q4	$257K	Sell	6,046 -234	-4%	-$11K	0.03%	459
2021 Q3	$280K	Buy	6,280 +450	+8%	+$21K	0.04%	425
2021 Q2	$277K	Hold	5,830	–	–	0.04%	413
2021 Q1	$280K	Buy	+5,830	New	+$268K	0.06%	370

Other funds holding BLCN

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IAP

Indie Asset Partners Carmel, Indiana $87.8M AUM 27.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Baker Tilly Wealth Management's BLCN Position: Q1 2022 in Review

Baker Tilly Wealth Management sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q1 2022, closing a stake of 6,046 shares — an estimated $257K sold.

Baker Tilly Wealth Management first reported a position in BLCN in Q1 2021 and held it in 4 quarters. The position peaked at $280K in Q3 2021. 96 funds tracked by Wall St. Rank hold BLCN as of Q1 2022.

Baker Tilly Wealth Management reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q1 2022 after selling out during the quarter.
Baker Tilly Wealth Management sold 6,046 Siren ETF Trust Siren NexGen Economy ETF shares in Q1 2022, an estimated $257K.
Baker Tilly Wealth Management first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q1 2021 and held it in 4 quarters.
Baker Tilly Wealth Management's Siren ETF Trust Siren NexGen Economy ETF position peaked at $280K in Q3 2021.
96 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q1 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.