Steward Partners Investment Advisory’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

Steward Partners Investment Advisory’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
2026 Q1	$5.02K	Hold	239	–	–	﹤0.01%	3795
2025 Q4	$5.72K	Buy	+239	New	+$6.34K	﹤0.01%	3653
2024 Q3	–	Sell	-487	Closed	-$12.7K	–	3754
2024 Q2	$12.7K	Sell	487 -251	-34%	-$6.57K	﹤0.01%	2725
2024 Q1	$20.8K	Hold	738	–	–	﹤0.01%	2509
2023 Q4	$18K	Hold	738	–	–	﹤0.01%	2452
2023 Q3	$14K	Sell	738 -100	-12%	-$2.13K	﹤0.01%	2459
2023 Q2	$18.1K	Buy	838 +100	+14%	+$2.11K	﹤0.01%	2340
2023 Q1	$15.8K	Hold	738	–	–	﹤0.01%	2353
2022 Q4	$15K	Hold	738	–	–	﹤0.01%	2378
2022 Q3	$16K	Hold	738	–	–	﹤0.01%	2314
2022 Q2	$19K	Hold	738	–	–	﹤0.01%	2239
2022 Q1	$27K	Hold	738	–	–	﹤0.01%	2218
2021 Q4	$31K	Buy	+738	New	+$34.6K	﹤0.01%	2115
2021 Q2	–	Sell	-555	Closed	-$26.7K	–	7115
2021 Q1	$26.7K	Buy	555 +468	+538%	+$21.5K	﹤0.01%	2332
2020 Q4	$4K	Sell	87 -79	-48%	-$2.92K	﹤0.01%	2549
2020 Q3	$6K	Buy	+166	New	+$5.59K	﹤0.01%	2295

Other funds holding BLCN

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

GJIA

Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Steward Partners Investment Advisory's BLCN Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Siren ETF Trust Siren NexGen Economy ETF (BLCN) position steady in Q1 2026 at 239 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3795.

Steward Partners Investment Advisory first reported a position in BLCN in Q3 2020 and has held it in 16 quarters since. The position peaked at $31K in Q4 2021. 33 funds tracked by Wall St. Rank hold BLCN as of Q1 2026.

Steward Partners Investment Advisory held 239 shares of Siren ETF Trust Siren NexGen Economy ETF worth $5.02K as of Q1 2026.
Steward Partners Investment Advisory left its Siren ETF Trust Siren NexGen Economy ETF share count unchanged in Q1 2026.
Siren ETF Trust Siren NexGen Economy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3795 holding.
Steward Partners Investment Advisory first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q3 2020 and has held it in 16 quarters since.
Steward Partners Investment Advisory's Siren ETF Trust Siren NexGen Economy ETF position peaked at $31K in Q4 2021.
33 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.