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

Dogwood 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 Q4	–	Sell	-1	Closed	-$20	–	750
2025 Q3	$20	Hold	1	–	–	﹤0.01%	741
2025 Q2	$17	Hold	1	–	–	﹤0.01%	686
2025 Q1	$14	Hold	1	–	–	﹤0.01%	529
2024 Q4	$18	Hold	1	–	–	﹤0.01%	275
2024 Q3	$18	Sell	1 -153	-99%	-$3.91K	﹤0.01%	217
2024 Q2	$4.01K	Buy	+154	New	+$4.03K	﹤0.01%	202

Other funds holding BLCN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GJIA

Glass Jacobson Investment Advisors Owings Mills, Maryland $290M AUM 17.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Dogwood Wealth Management's BLCN Position: Q4 2025 in Review

Dogwood Wealth Management sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q4 2025, closing a stake of 1 share — an estimated $20 sold.

Dogwood Wealth Management first reported a position in BLCN in Q2 2024 and held it in 6 quarters. The position peaked at $4.01K in Q2 2024. 37 funds tracked by Wall St. Rank hold BLCN as of Q4 2025.

Dogwood Wealth Management reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q4 2025 after selling out during the quarter.
Dogwood Wealth Management sold 1 Siren ETF Trust Siren NexGen Economy ETF share in Q4 2025, an estimated $20.
Dogwood Wealth Management first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q2 2024 and held it in 6 quarters.
Dogwood Wealth Management's Siren ETF Trust Siren NexGen Economy ETF position peaked at $4.01K in Q2 2024.
37 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.