MW
BLCN

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

Milestone Wealth’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
Q3 		$4K Hold
194
– – ﹤0.01% 204
2022
Q2 		$5K Hold
194
– – 0.01% 194
2022
Q1 		$8K Hold
194
– – 0.01% 210
2021
Q4 		$8K Buy
+194
New +$9.1K 0.01% 210

Other funds holding BLCN

MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Milestone Wealth's BLCN Position: Q3 2022 in Review

Milestone Wealth held its Siren ETF Trust Siren NexGen Economy ETF (BLCN) position steady in Q3 2022 at 194 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Milestone Wealth first reported a position in BLCN in Q4 2021 and has held it in 4 quarters since. The position peaked at $8K in Q1 2022. 67 funds tracked by Wall St. Rank hold BLCN as of Q3 2022.

  • Milestone Wealth held 194 shares of Siren ETF Trust Siren NexGen Economy ETF worth $4K as of Q3 2022.
  • Milestone Wealth left its Siren ETF Trust Siren NexGen Economy ETF share count unchanged in Q3 2022.
  • Siren ETF Trust Siren NexGen Economy ETF made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #204 holding.
  • Milestone Wealth first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Siren ETF Trust Siren NexGen Economy ETF position peaked at $8K in Q1 2022.
  • 67 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.