CWA
BLCN

Carolina Wealth Advisors’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

Carolina Wealth Advisors’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
2024
Q4 		– Sell
-2
Closed -$50 – 302
2024
Q3 		$50 Buy
+2
New +$51 ﹤0.01% 331

Other funds holding BLCN

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $290M AUM 17.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Carolina Wealth Advisors's BLCN Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q4 2024, closing a stake of 2 shares — an estimated $50 sold.

Carolina Wealth Advisors first reported a position in BLCN in Q3 2024 and held it in 1 quarter. The position peaked at $50 in Q3 2024. 47 funds tracked by Wall St. Rank hold BLCN as of Q4 2024.

  • Carolina Wealth Advisors reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q4 2024 after selling out during the quarter.
  • Carolina Wealth Advisors sold 2 Siren ETF Trust Siren NexGen Economy ETF shares in Q4 2024, an estimated $50.
  • Carolina Wealth Advisors first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q3 2024 and held it in 1 quarter.
  • Carolina Wealth Advisors's Siren ETF Trust Siren NexGen Economy ETF position peaked at $50 in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.