BWM
BLCN

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

BerganKDV 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
2021
Q1 		– Sell
-400
Closed -$16K – 934
2020
Q4 		$16K Hold
400
– – ﹤0.01% 502
2020
Q3 		$14K Buy
+400
New +$13.5K ﹤0.01% 464

Other funds holding BLCN

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
LPL Financial
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
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BerganKDV Wealth Management's BLCN Position: Q1 2021 in Review

BerganKDV Wealth Management sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q1 2021, closing a stake of 400 shares — an estimated $16K sold.

BerganKDV Wealth Management first reported a position in BLCN in Q3 2020 and held it in 2 quarters. The position peaked at $16K in Q4 2020. 78 funds tracked by Wall St. Rank hold BLCN as of Q1 2021.

  • BerganKDV Wealth Management reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q1 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 400 Siren ETF Trust Siren NexGen Economy ETF shares in Q1 2021, an estimated $16K.
  • BerganKDV Wealth Management first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q3 2020 and held it in 2 quarters.
  • BerganKDV Wealth Management's Siren ETF Trust Siren NexGen Economy ETF position peaked at $16K in Q4 2020.
  • 78 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q1 2021.

Based on BerganKDV Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.