WAP
BLCN

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

Wealthcare Advisory Partners’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
Q2 		– Sell
-7,334
Closed -$272K – 572
2022
Q1 		$272K Buy
7,334
+226
+3% +$8.64K 0.02% 444
2021
Q4 		$302K Buy
7,108
+124
+2% +$5.81K 0.02% 442
2021
Q3 		$312K Buy
6,984
+122
+2% +$5.69K 0.02% 404
2021
Q2 		$326K Buy
6,862
+120
+2% +$5.74K 0.02% 401
2021
Q1 		$324K Buy
+6,742
New +$310K 0.02% 371
2020
Q2 		– Sell
-4,131
Closed -$88K – 424
2020
Q1 		$88K Buy
4,131
+8
+0.2% +$198 0.01% 396
2019
Q4 		$105K Buy
4,123
+13
+0.3% +$317 0.01% 395
2019
Q3 		$95K Buy
4,110
+5
+0.1% +$116 0.01% 400
2019
Q2 		$95K Buy
4,105
+39
+1% +$896 0.02% 387
2019
Q1 		$93K Buy
4,066
+8
+0.2% +$174 0.02% 347
2018
Q4 		$79K Sell
4,058
-487
-11% -$10.3K 0.02% 348
2018
Q3 		$108K Buy
4,545
+4
+0.1% +$93 0.02% 323
2018
Q2 		$102K Buy
4,541
+521
+13% +$12K 0.02% 323
2018
Q1 		$91K Buy
+4,020
New +$95.1K 0.02% 294

Other funds holding BLCN

MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 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
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 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
IAP
Indie Asset Partners Carmel, Indiana $87.8M AUM 27.76% 1-Year Est. Return
Susquehanna International Group
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

Wealthcare Advisory Partners's BLCN Position: Q2 2022 in Review

Wealthcare Advisory Partners sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q2 2022, closing a stake of 7,334 shares — an estimated $272K sold.

Wealthcare Advisory Partners first reported a position in BLCN in Q1 2018 and held it in 14 quarters. The position peaked at $326K in Q2 2021. 76 funds tracked by Wall St. Rank hold BLCN as of Q2 2022.

  • Wealthcare Advisory Partners reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q2 2022 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 7,334 Siren ETF Trust Siren NexGen Economy ETF shares in Q2 2022, an estimated $272K.
  • Wealthcare Advisory Partners first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q1 2018 and held it in 14 quarters.
  • Wealthcare Advisory Partners's Siren ETF Trust Siren NexGen Economy ETF position peaked at $326K in Q2 2021.
  • 76 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q2 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2022, filed 15 Aug 2022.