TCI Wealth Advisors’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-42	Closed	-$901	–	462
2023 Q1	$901	Hold	42	–	–	﹤0.01%	2124
2022 Q4	$853	Buy	+42	New	+$937	﹤0.01%	2135
2022 Q3	–	Sell	-42	Closed	-$1K	–	2262
2022 Q2	$1K	Hold	42	–	–	﹤0.01%	2098
2022 Q1	$2K	Hold	42	–	–	﹤0.01%	1954
2021 Q4	$2K	Hold	42	–	–	﹤0.01%	2070
2021 Q3	$2K	Hold	42	–	–	﹤0.01%	2096
2021 Q2	$2K	Hold	42	–	–	﹤0.01%	1956
2021 Q1	$2K	Hold	42	–	–	﹤0.01%	1679
2020 Q4	$2K	Hold	42	–	–	﹤0.01%	1193
2020 Q3	$1K	Hold	42	–	–	﹤0.01%	1278
2020 Q2	$1K	Hold	42	–	–	﹤0.01%	1211
2020 Q1	$1K	Hold	42	–	–	﹤0.01%	1191
2019 Q4	$1K	Hold	42	–	–	﹤0.01%	1291
2019 Q3	$1K	Hold	42	–	–	﹤0.01%	1232
2019 Q2	$1K	Hold	42	–	–	﹤0.01%	1147
2019 Q1	$1K	Hold	42	–	–	﹤0.01%	1160
2018 Q4	$1K	Hold	42	–	–	﹤0.01%	1153
2018 Q3	$1K	Hold	42	–	–	﹤0.01%	1165
2018 Q2	$1K	Hold	42	–	–	﹤0.01%	1247
2018 Q1	$1K	Buy	+42	New	+$994	﹤0.01%	1093

Other funds holding BLCN

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $424M AUM 29.07% 1-Year Est. Return

RJA

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

TCI Wealth Advisors's BLCN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q2 2023, closing a stake of 42 shares — an estimated $901 sold.

TCI Wealth Advisors first reported a position in BLCN in Q1 2018 and held it in 20 quarters. The position peaked at $2K in Q1 2022. 57 funds tracked by Wall St. Rank hold BLCN as of Q2 2023.

TCI Wealth Advisors reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 42 Siren ETF Trust Siren NexGen Economy ETF shares in Q2 2023, an estimated $901.
TCI Wealth Advisors first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q1 2018 and held it in 20 quarters.
TCI Wealth Advisors's Siren ETF Trust Siren NexGen Economy ETF position peaked at $2K in Q1 2022.
57 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.