IAP
BLCN

Indie Asset Partners’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

Indie Asset 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
2022
Q4 		– Sell
-10,125
Closed -$225K – 87
2022
Q3 		$225K Sell
10,125
-21,830
-68% -$581K 0.23% 74
2022
Q2 		$811K Sell
31,955
-27,525
-46% -$840K 0.72% 21
2022
Q1 		$2.21M Sell
59,480
-2,875
-5% -$110K 1.66% 8
2021
Q4 		$2.65M Buy
62,355
+2,880
+5% +$135K 1.92% 8
2021
Q3 		$2.65M Sell
59,475
-50
-0.1% -$2.33K 2.15% 6
2021
Q2 		$2.83M Sell
59,525
-400
-0.7% -$19.1K 2.29% 6
2021
Q1 		$2.88M Buy
59,925
+3,605
+6% +$166K 3.28% 5
2020
Q4 		$2.29M Buy
+56,320
New +$2.08M 2.67% 7

Other funds holding BLCN

MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Indie Asset Partners's BLCN Position: Q4 2022 in Review

Indie Asset Partners sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q4 2022, closing a stake of 10,125 shares — an estimated $225K sold.

Indie Asset Partners first reported a position in BLCN in Q4 2020 and held it in 8 quarters. The position peaked at $2.88M in Q1 2021. 68 funds tracked by Wall St. Rank hold BLCN as of Q4 2022.

  • Indie Asset Partners reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q4 2022 after selling out during the quarter.
  • Indie Asset Partners sold 10,125 Siren ETF Trust Siren NexGen Economy ETF shares in Q4 2022, an estimated $225K.
  • Indie Asset Partners first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q4 2020 and held it in 8 quarters.
  • Indie Asset Partners's Siren ETF Trust Siren NexGen Economy ETF position peaked at $2.88M in Q1 2021.
  • 68 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q4 2022.

Based on Indie Asset Partners's 13F filing for Q4 2022, filed 1 Feb 2023.