BWM
BLCN

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

Bullock 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
2025
Q3 		– Sell
-6
Closed -$141 – 627
2025
Q2 		$141 Buy
+6
New +$124 ﹤0.01% 585

Other funds holding BLCN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Bullock Wealth Management's BLCN Position: Q3 2025 in Review

Bullock Wealth Management sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q3 2025, closing a stake of 6 shares — an estimated $141 sold.

Bullock Wealth Management first reported a position in BLCN in Q2 2025 and held it in 1 quarter. The position peaked at $141 in Q2 2025. 39 funds tracked by Wall St. Rank hold BLCN as of Q3 2025.

  • Bullock Wealth Management reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q3 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 6 Siren ETF Trust Siren NexGen Economy ETF shares in Q3 2025, an estimated $141.
  • Bullock Wealth Management first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q2 2025 and held it in 1 quarter.
  • Bullock Wealth Management's Siren ETF Trust Siren NexGen Economy ETF position peaked at $141 in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q3 2025.

Based on Bullock Wealth Management's 13F filing for Q3 2025, filed 24 Sep 2026.