Envestnet Asset Management
BLCN

Envestnet Asset Management’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

Envestnet Asset 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
2024
Q1 		– Sell
-11,568
Closed -$283K – 4187
2023
Q4 		$283K Buy
+11,568
New +$239K ﹤0.01% 3659

Other funds holding BLCN

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
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
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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management's BLCN Position: Q1 2024 in Review

Envestnet Asset Management sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q1 2024, closing a stake of 11,568 shares — an estimated $283K sold.

Envestnet Asset Management first reported a position in BLCN in Q4 2023 and held it in 1 quarter. The position peaked at $283K in Q4 2023. 56 funds tracked by Wall St. Rank hold BLCN as of Q1 2024.

  • Envestnet Asset Management reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q1 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 11,568 Siren ETF Trust Siren NexGen Economy ETF shares in Q1 2024, an estimated $283K.
  • Envestnet Asset Management first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q4 2023 and held it in 1 quarter.
  • Envestnet Asset Management's Siren ETF Trust Siren NexGen Economy ETF position peaked at $283K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q1 2024.

Based on Envestnet Asset Management's 13F filing for Q1 2024, filed 13 May 2024.