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

Selective Wealth Management’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	–	Sell	-18	Closed	–	–	185
2022 Q3	$0	Hold	18	–	–	﹤0.01%	762
2022 Q2	$0	Hold	18	–	–	﹤0.01%	759
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	671
2021 Q4	$1K	Sell	18 -227	-93%	-$10.6K	﹤0.01%	619
2021 Q3	$11K	Hold	245	–	–	0.01%	424
2021 Q2	$12K	Hold	245	–	–	0.01%	317
2021 Q1	$12K	Buy	+245	New	+$11.3K	0.01%	231

Other funds holding BLCN

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

RJA

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

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

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

Selective Wealth Management's BLCN Position: Q4 2022 in Review

Selective Wealth Management sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q4 2022, closing a stake of 18 shares.

Selective Wealth Management first reported a position in BLCN in Q1 2021 and held it in 7 quarters. The position peaked at $12K in Q2 2021. 68 funds tracked by Wall St. Rank hold BLCN as of Q4 2022.

Selective Wealth Management reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 18 Siren ETF Trust Siren NexGen Economy ETF shares in Q4 2022.
Selective Wealth Management first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q1 2021 and held it in 7 quarters.
Selective Wealth Management's Siren ETF Trust Siren NexGen Economy ETF position peaked at $12K in Q2 2021.
68 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.