Patriot Financial Group Insurance Agency’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

Patriot Financial Group Insurance Agency’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
2021 Q4	–	Sell	-60	Closed	-$3K	–	2138
2021 Q3	$3K	Sell	60 -60	-50%	-$2.8K	﹤0.01%	1819
2021 Q2	$6K	Hold	120	–	–	﹤0.01%	1579
2021 Q1	$6K	Buy	+120	New	+$5.53K	﹤0.01%	1493

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Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IAP

Indie Asset Partners Carmel, Indiana $104M AUM 31.76% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BLCN Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q4 2021, closing a stake of 60 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in BLCN in Q1 2021 and held it in 3 quarters. The position peaked at $6K in Q2 2021. 106 funds tracked by Wall St. Rank hold BLCN as of Q4 2021.

Patriot Financial Group Insurance Agency reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q4 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 60 Siren ETF Trust Siren NexGen Economy ETF shares in Q4 2021, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q1 2021 and held it in 3 quarters.
Patriot Financial Group Insurance Agency's Siren ETF Trust Siren NexGen Economy ETF position peaked at $6K in Q2 2021.
106 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.