EI
BLCN

Ellevest Inc’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

Ellevest Inc’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
Q4 		– Sell
-5,025
Closed -$111K – 1855
2022
Q3 		$111K Buy
+5,025
New +$134K 0.01% 396

Other funds holding BLCN

MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ellevest Inc's BLCN Position: Q4 2022 in Review

Ellevest Inc sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q4 2022, closing a stake of 5,025 shares — an estimated $111K sold.

Ellevest Inc first reported a position in BLCN in Q3 2022 and held it in 1 quarter. The position peaked at $111K in Q3 2022. 68 funds tracked by Wall St. Rank hold BLCN as of Q4 2022.

  • Ellevest Inc reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q4 2022 after selling out during the quarter.
  • Ellevest Inc sold 5,025 Siren ETF Trust Siren NexGen Economy ETF shares in Q4 2022, an estimated $111K.
  • Ellevest Inc first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q3 2022 and held it in 1 quarter.
  • Ellevest Inc's Siren ETF Trust Siren NexGen Economy ETF position peaked at $111K in Q3 2022.
  • 68 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q4 2022.

Based on Ellevest Inc's 13F filing for Q4 2022, filed 3 Feb 2023.