PFO
BLCN

Pathstone Family Office’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

Pathstone Family Office’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 		– Hold
0
– – – 951
2019
Q2 		– Sell
-25
Closed -$1K – 658
2019
Q1 		$1K Buy
+25
New +$543 ﹤0.01% 835

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
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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Pathstone Family Office's BLCN Position: Q4 2022 in Review

Pathstone Family Office held its Siren ETF Trust Siren NexGen Economy ETF (BLCN) position steady in Q4 2022 at 0 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #951.

Pathstone Family Office first reported a position in BLCN in Q1 2019 and has held it in 1 quarter since. The position peaked at $1K in Q1 2019. 68 funds tracked by Wall St. Rank hold BLCN as of Q4 2022.

  • Pathstone Family Office held 0 shares of Siren ETF Trust Siren NexGen Economy ETF worth $694K as of Q4 2022.
  • Pathstone Family Office left its Siren ETF Trust Siren NexGen Economy ETF share count unchanged in Q4 2022.
  • Siren ETF Trust Siren NexGen Economy ETF made up 0.01% of Pathstone Family Office's portfolio in Q4 2022, its #951 holding.
  • Pathstone Family Office first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q1 2019 and has held it in 1 quarter since.
  • Pathstone Family Office's Siren ETF Trust Siren NexGen Economy ETF position peaked at $1K in Q1 2019.
  • 68 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q4 2022.

Based on Pathstone Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.