Key Financial Inc’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

Key Financial Inc’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
2023 Q4	–	Sell	-2,466	Closed	-$46.8K	–	1318
2023 Q3	$46.8K	Hold	2,466	–	–	0.02%	420
2023 Q2	$53.2K	Hold	2,466	–	–	0.02%	400
2023 Q1	$52.9K	Hold	2,466	–	–	0.02%	384
2022 Q4	$54.7K	Hold	2,466	–	–	0.03%	346
2022 Q3	$55K	Hold	2,466	–	–	0.03%	349
2022 Q2	$63K	Hold	2,466	–	–	0.03%	319
2022 Q1	$91K	Hold	2,466	–	–	0.05%	268
2021 Q4	$105K	Hold	2,466	–	–	0.05%	223
2021 Q3	$110K	Hold	2,466	–	–	0.06%	209
2021 Q2	$113K	Buy	+2,466	New	+$118K	0.06%	209

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Key Financial Inc's BLCN Position: Q4 2023 in Review

Key Financial Inc sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q4 2023, closing a stake of 2,466 shares — an estimated $46.8K sold.

Key Financial Inc first reported a position in BLCN in Q2 2021 and held it in 10 quarters. The position peaked at $113K in Q2 2021. 57 funds tracked by Wall St. Rank hold BLCN as of Q4 2023.

Key Financial Inc reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q4 2023 after selling out during the quarter.
Key Financial Inc sold 2,466 Siren ETF Trust Siren NexGen Economy ETF shares in Q4 2023, an estimated $46.8K.
Key Financial Inc first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q2 2021 and held it in 10 quarters.
Key Financial Inc's Siren ETF Trust Siren NexGen Economy ETF position peaked at $113K in Q2 2021.
57 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.