Fulcrum Equity Management’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

Fulcrum Equity 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
2021 Q4	–	Sell	-12,020	Closed	-$536K	–	180
2021 Q3	$536K	Sell	12,020 -1,338	-10%	-$62.4K	0.21%	82
2021 Q2	$635K	Buy	+13,358	New	+$639K	0.24%	88

Other funds holding BLCN

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

IAP

Indie Asset Partners Carmel, Indiana $87.8M AUM 27.76% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

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

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

Fulcrum Equity Management's BLCN Position: Q4 2021 in Review

Fulcrum Equity Management sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q4 2021, closing a stake of 12,020 shares — an estimated $536K sold.

Fulcrum Equity Management first reported a position in BLCN in Q2 2021 and held it in 2 quarters. The position peaked at $635K in Q2 2021. 106 funds tracked by Wall St. Rank hold BLCN as of Q4 2021.

Fulcrum Equity Management reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q4 2021 after selling out during the quarter.
Fulcrum Equity Management sold 12,020 Siren ETF Trust Siren NexGen Economy ETF shares in Q4 2021, an estimated $536K.
Fulcrum Equity Management first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q2 2021 and held it in 2 quarters.
Fulcrum Equity Management's Siren ETF Trust Siren NexGen Economy ETF position peaked at $635K in Q2 2021.
106 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q4 2021.

Based on Fulcrum Equity Management's 13F filing for Q4 2021, filed 25 Jan 2022.