S
BLCN

Surevest’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

Surevest’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
Q3 		$13K Hold
600
– – ﹤0.01% 267
2022
Q2 		$15K Hold
600
– – ﹤0.01% 282
2022
Q1 		$22K Buy
+600
New +$22.9K 0.01% 235

Other funds holding BLCN

MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Surevest's BLCN Position: Q3 2022 in Review

Surevest held its Siren ETF Trust Siren NexGen Economy ETF (BLCN) position steady in Q3 2022 at 600 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Surevest first reported a position in BLCN in Q1 2022 and has held it in 3 quarters since. The position peaked at $22K in Q1 2022. 67 funds tracked by Wall St. Rank hold BLCN as of Q3 2022.

  • Surevest held 600 shares of Siren ETF Trust Siren NexGen Economy ETF worth $13K as of Q3 2022.
  • Surevest left its Siren ETF Trust Siren NexGen Economy ETF share count unchanged in Q3 2022.
  • Siren ETF Trust Siren NexGen Economy ETF made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #267 holding.
  • Surevest first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q1 2022 and has held it in 3 quarters since.
  • Surevest's Siren ETF Trust Siren NexGen Economy ETF position peaked at $22K in Q1 2022.
  • 67 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.