GJIA
BLCN

Glass Jacobson Investment Advisors’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

Glass Jacobson Investment Advisors’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
2026
Q2 		$323K Sell
12,716
-6,231
-33% -$155K 0.1% 160
2026
Q1 		$398K Buy
18,947
+186
+1% +$4.31K 0.14% 133
2025
Q4 		$449K Sell
18,761
-1,644
-8% -$43.6K 0.16% 123
2025
Q3 		$565K Buy
20,405
+1,269
+7% +$31.5K 0.2% 109
2025
Q2 		$446K Buy
19,136
+1,947
+11% +$40.2K 0.17% 122
2025
Q1 		$441K Hold
17,189
– – 0.14% 158
2024
Q4 		$441K Buy
17,189
+802
+5% +$21.7K 0.14% 158
2024
Q3 		$410K Buy
16,387
+668
+4% +$17.1K 0.14% 160
2024
Q2 		$410K Buy
15,719
+1,390
+10% +$36.4K 0.15% 152
2024
Q1 		$405K Buy
14,329
+5,513
+63% +$138K 0.15% 149
2023
Q4 		$215K Buy
8,816
+1,462
+20% +$30.2K 0.09% 195
2023
Q3 		$140K Buy
7,354
+1,085
+17% +$23.2K 0.06% 229
2023
Q2 		$135K Buy
+6,269
New +$133K 0.06% 227
2022
Q4 		$110K Buy
+5,425
New +$121K 0.05% 257

Other funds holding BLCN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Glass Jacobson Investment Advisors's BLCN Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its Siren ETF Trust Siren NexGen Economy ETF (BLCN) stake by 33% in Q2 2026, selling an estimated $155K and leaving 12,716 shares worth $323K. The position accounts for 0.1% of the portfolio, ranked #160.

Glass Jacobson Investment Advisors first reported a position in BLCN in Q4 2022 and has held it in 14 quarters since. The position peaked at $565K in Q3 2025. 11 funds tracked by Wall St. Rank hold BLCN as of Q2 2026.

  • Glass Jacobson Investment Advisors held 12,716 shares of Siren ETF Trust Siren NexGen Economy ETF worth $323K as of Q2 2026.
  • Glass Jacobson Investment Advisors sold 6,231 Siren ETF Trust Siren NexGen Economy ETF shares in Q2 2026, an estimated $155K.
  • Siren ETF Trust Siren NexGen Economy ETF made up 0.1% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #160 holding.
  • Glass Jacobson Investment Advisors first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Siren ETF Trust Siren NexGen Economy ETF position peaked at $565K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.