NC
BLCN

NewSquare Capital’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-15
Closed -$324 – 631
2023
Q2 		$324 Hold
15
– – ﹤0.01% 726
2023
Q1 		$322 Hold
15
– – ﹤0.01% 754
2022
Q4 		$305 Buy
+15
New +$335 ﹤0.01% 699

Other funds holding BLCN

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NewSquare Capital's BLCN Position: Q3 2023 in Review

NewSquare Capital sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q3 2023, closing a stake of 15 shares — an estimated $324 sold.

NewSquare Capital first reported a position in BLCN in Q4 2022 and held it in 3 quarters. The position peaked at $324 in Q2 2023. 56 funds tracked by Wall St. Rank hold BLCN as of Q3 2023.

  • NewSquare Capital reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q3 2023 after selling out during the quarter.
  • NewSquare Capital sold 15 Siren ETF Trust Siren NexGen Economy ETF shares in Q3 2023, an estimated $324.
  • NewSquare Capital first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q4 2022 and held it in 3 quarters.
  • NewSquare Capital's Siren ETF Trust Siren NexGen Economy ETF position peaked at $324 in Q2 2023.
  • 56 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.