JWA
BLCN

JFS Wealth Advisors’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

JFS Wealth 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
2022
Q2 		– Sell
-100
Closed -$4K – 1748
2022
Q1 		$4K Hold
100
– – ﹤0.01% 1112
2021
Q4 		$4K Hold
100
– – ﹤0.01% 831
2021
Q3 		$4K Buy
+100
New +$4.67K ﹤0.01% 728

Other funds holding BLCN

MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 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
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IAP
Indie Asset Partners Carmel, Indiana $87.8M AUM 27.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JFS Wealth Advisors's BLCN Position: Q2 2022 in Review

JFS Wealth Advisors sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q2 2022, closing a stake of 100 shares — an estimated $4K sold.

JFS Wealth Advisors first reported a position in BLCN in Q3 2021 and held it in 3 quarters. The position peaked at $4K in Q1 2022. 76 funds tracked by Wall St. Rank hold BLCN as of Q2 2022.

  • JFS Wealth Advisors reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q2 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 100 Siren ETF Trust Siren NexGen Economy ETF shares in Q2 2022, an estimated $4K.
  • JFS Wealth Advisors first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q3 2021 and held it in 3 quarters.
  • JFS Wealth Advisors's Siren ETF Trust Siren NexGen Economy ETF position peaked at $4K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q2 2022.

Based on JFS Wealth Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.