GSWM
BLCN icon

Golden State Wealth Management’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

Golden State Wealth 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
2025
Q4 		– Sell
-500
Closed -$13.8K – 1694
2025
Q3 		$13.8K Hold
500
– – ﹤0.01% 1010
2025
Q2 		$11.7K Hold
500
– – ﹤0.01% 1041
2025
Q1 		$9.56K Hold
500
– – ﹤0.01% 1008
2024
Q4 		$12.8K Buy
+500
New +$13.5K ﹤0.01% 893
2020
Q2 		– Sell
-500
Closed -$11K – 273
2020
Q1 		$11K Buy
+500
New +$12.4K ﹤0.01% 598
2019
Q4 		– Sell
-800
Closed -$18K – 148
2019
Q3 		$18K Sell
800
-750
-48% -$17.4K 0.01% 630
2019
Q2 		$35K Sell
1,550
-150
-9% -$3.44K 0.01% 532
2019
Q1 		$39K Buy
+1,700
New +$36.9K 0.01% 505

Other funds holding BLCN

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $290M AUM 17.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return