WP
BLCN

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

WealthPLAN 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
2023
Q3 		– Sell
-15
Closed -$330 – 401
2023
Q2 		$330 Hold
15
– – ﹤0.01% 1196
2023
Q1 		$327 Buy
+15
New +$326 ﹤0.01% 1265

Other funds holding BLCN

Financial Engines Advisors
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthPLAN Partners's BLCN Position: Q3 2023 in Review

WealthPLAN Partners sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q3 2023, closing a stake of 15 shares — an estimated $330 sold.

WealthPLAN Partners first reported a position in BLCN in Q1 2023 and held it in 2 quarters. The position peaked at $330 in Q2 2023. 56 funds tracked by Wall St. Rank hold BLCN as of Q3 2023.

  • WealthPLAN Partners reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 15 Siren ETF Trust Siren NexGen Economy ETF shares in Q3 2023, an estimated $330.
  • WealthPLAN Partners first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Siren ETF Trust Siren NexGen Economy ETF position peaked at $330 in Q2 2023.
  • 56 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.