Creative Planning
BLCN

Creative Planning’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

Creative Planning’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
-6,686
Closed -$284K – 2353
2021
Q4 		$284K Sell
6,686
-653
-9% -$30.6K ﹤0.01% 1661
2021
Q3 		$328K Buy
7,339
+461
+7% +$21.5K ﹤0.01% 1538
2021
Q2 		$327K Buy
6,878
+1,917
+39% +$91.7K ﹤0.01% 1517
2021
Q1 		$239K Buy
+4,961
New +$228K ﹤0.01% 1956

Other funds holding BLCN

MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's BLCN Position: Q1 2022 in Review

Creative Planning sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q1 2022, closing a stake of 6,686 shares — an estimated $284K sold.

Creative Planning first reported a position in BLCN in Q1 2021 and held it in 4 quarters. The position peaked at $328K in Q3 2021. 96 funds tracked by Wall St. Rank hold BLCN as of Q1 2022.

  • Creative Planning reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q1 2022 after selling out during the quarter.
  • Creative Planning sold 6,686 Siren ETF Trust Siren NexGen Economy ETF shares in Q1 2022, an estimated $284K.
  • Creative Planning first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q1 2021 and held it in 4 quarters.
  • Creative Planning's Siren ETF Trust Siren NexGen Economy ETF position peaked at $328K in Q3 2021.
  • 96 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q1 2022.

Based on Creative Planning's 13F filing for Q1 2022, filed 16 May 2022.