Global Retirement Partners’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

Global Retirement Partners’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 Q4	$5.13K	Sell	200 -406	-67%	-$11K	﹤0.01%	2669
2024 Q3	$15.2K	Hold	606	–	–	﹤0.01%	2128
2024 Q2	$15.8K	Sell	606 -112	-16%	-$2.93K	﹤0.01%	2108
2024 Q1	$20.3K	Buy	718 +1	+0.1%	+$25	﹤0.01%	1810
2023 Q4	$16.2K	Hold	717	–	–	﹤0.01%	1867
2023 Q3	$13.4K	Hold	717	–	–	﹤0.01%	1829
2023 Q2	$15.5K	Buy	717 +2	+0.3%	+$42	﹤0.01%	1790
2023 Q1	$14.5K	Buy	715 +114	+19%	+$2.48K	﹤0.01%	1776
2022 Q4	$12.2K	Buy	601 +558	+1,298%	+$12.4K	﹤0.01%	1698
2022 Q3	$1K	Hold	43	–	–	﹤0.01%	2390
2022 Q2	$1K	Hold	43	–	–	﹤0.01%	2362
2022 Q1	$1K	Buy	+43	New	+$1.64K	﹤0.01%	2320
2021 Q4	–	Sell	-200	Closed	-$9K	–	402
2021 Q3	$9K	Buy	+200	New	+$9.33K	﹤0.01%	1435

Other funds holding BLCN

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

GJIA

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Global Retirement Partners's BLCN Position: Q4 2024 in Review

Global Retirement Partners reduced its Siren ETF Trust Siren NexGen Economy ETF (BLCN) stake by 67% in Q4 2024, selling an estimated $11K and leaving 200 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2669.

Global Retirement Partners first reported a position in BLCN in Q3 2021 and has held it in 13 quarters since. The position peaked at $20.3K in Q1 2024. 47 funds tracked by Wall St. Rank hold BLCN as of Q4 2024.

Global Retirement Partners held 200 shares of Siren ETF Trust Siren NexGen Economy ETF worth $5.13K as of Q4 2024.
Global Retirement Partners sold 406 Siren ETF Trust Siren NexGen Economy ETF shares in Q4 2024, an estimated $11K.
Siren ETF Trust Siren NexGen Economy ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2669 holding.
Global Retirement Partners first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q3 2021 and has held it in 13 quarters since.
Global Retirement Partners's Siren ETF Trust Siren NexGen Economy ETF position peaked at $20.3K in Q1 2024.
47 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.