Carson Wealth (CWM LLC)
BLCN

Carson Wealth (CWM LLC)’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$30.5K Hold
1,453
– – ﹤0.01% 4154
2025
Q4 		$35K Buy
1,453
+1,443
+14,430% +$38.3K ﹤0.01% 3844
2025
Q3 		$0 Hold
10
– – ﹤0.01% 5270
2025
Q2 		$0 Hold
10
– – ﹤0.01% 5120
2025
Q1 		$0 Hold
10
– – ﹤0.01% 5056
2024
Q4 		$0 Hold
10
– – ﹤0.01% 4912
2024
Q3 		$0 Hold
10
– – ﹤0.01% 4836
2024
Q2 		$0 Hold
10
– – ﹤0.01% 4595
2024
Q1 		$0 Hold
10
– – ﹤0.01% 4327
2023
Q4 		$0 Hold
10
– – ﹤0.01% 4143
2023
Q3 		$0 Hold
10
– – ﹤0.01% 4189
2023
Q2 		$0 Buy
+10
New +$211 ﹤0.01% 4181
2022
Q3 		– Sell
-107
Closed -$3K – 3911
2022
Q2 		$3K Hold
107
– – ﹤0.01% 3163
2022
Q1 		$4K Hold
107
– – ﹤0.01% 2902
2021
Q4 		$5K Buy
+107
New +$5.02K ﹤0.01% 2700
2021
Q2 		$8K Hold
175
– – ﹤0.01% 2171
2021
Q1 		$8K Hold
175
– – ﹤0.01% 2171
2020
Q4 		$8K Hold
175
– – ﹤0.01% 2171
2020
Q3 		$8K Hold
175
– – ﹤0.01% 2171
2020
Q2 		$8K Hold
175
– – ﹤0.01% 2171
2020
Q1 		$8K Hold
175
– – ﹤0.01% 2171
2019
Q4 		$8K Hold
175
– – ﹤0.01% 2171
2019
Q3 		$8K Hold
175
– – ﹤0.01% 2171
2019
Q2 		$8K Hold
175
– – ﹤0.01% 2171
2019
Q1 		$8K Buy
175
+110
+169% +$2.39K ﹤0.01% 2171
2018
Q4 		$1K Hold
65
– – ﹤0.01% 1844
2018
Q3 		$2K Buy
+65
New +$1.51K ﹤0.01% 1505

Other funds holding BLCN

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BLCN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Siren ETF Trust Siren NexGen Economy ETF (BLCN) position steady in Q1 2026 at 1,453 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4154.

Carson Wealth (CWM LLC) first reported a position in BLCN in Q3 2018 and has held it in 27 quarters since. The position peaked at $35K in Q4 2025. 33 funds tracked by Wall St. Rank hold BLCN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,453 shares of Siren ETF Trust Siren NexGen Economy ETF worth $30.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Siren ETF Trust Siren NexGen Economy ETF share count unchanged in Q1 2026.
  • Siren ETF Trust Siren NexGen Economy ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4154 holding.
  • Carson Wealth (CWM LLC) first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q3 2018 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s Siren ETF Trust Siren NexGen Economy ETF position peaked at $35K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.