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Advisory Services Network’s SonicShares Global Shipping ETF BOAT Stock Holding History

Advisory Services Network’s Portfolio BOAT Stock Details BOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.08K Buy
+150
New +$5.64K ﹤0.01% 3768
2023
Q2 		– Sell
-289
Closed -$8.78K – 1715
2023
Q1 		$8.78K Sell
289
-596
-67% -$17.7K ﹤0.01% 2929
2022
Q4 		$24.6K Buy
+885
New +$24.1K ﹤0.01% 2352

Other funds holding BOAT

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
WI
Westbourne Investments Arlington, Virginia $210M AUM 40.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Advisory Services Network's BOAT Position: Q1 2026 in Review

Advisory Services Network opened a new position in SonicShares Global Shipping ETF (BOAT) in Q1 2026: 150 shares worth $6.08K. The stake represents ﹤0.01% of the portfolio and ranks #3768 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in BOAT as recently as Q1 2023.

Advisory Services Network first reported a position in BOAT in Q4 2022 and has held it in 3 quarters since. The position peaked at $24.6K in Q4 2022. 31 funds tracked by Wall St. Rank hold BOAT as of Q1 2026.

  • Advisory Services Network held 150 shares of SonicShares Global Shipping ETF worth $6.08K as of Q1 2026.
  • SonicShares Global Shipping ETF was a new Advisory Services Network position in Q1 2026.
  • SonicShares Global Shipping ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3768 holding.
  • Advisory Services Network first reported a position in SonicShares Global Shipping ETF in Q4 2022 and has held it in 3 quarters since.
  • Advisory Services Network's SonicShares Global Shipping ETF position peaked at $24.6K in Q4 2022.
  • 31 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.