Advisory Services Network
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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
Q2 		– Sell
-150
Closed -$6.08K – 2471
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

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
Westbourne Investments
Westbourne Investments Alexandria, Virginia $245M AUM 55.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
Jaffetilchin Investment Partners
Jaffetilchin Investment Partners Tampa, Florida $1.89B AUM 26.73% 1-Year Est. Return
Harbor Asset Planning
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return

Advisory Services Network's BOAT Position: Q2 2026 in Review

Advisory Services Network sold out of SonicShares Global Shipping ETF (BOAT) in Q2 2026, closing a stake of 150 shares — an estimated $6.08K sold.

Advisory Services Network first reported a position in BOAT in Q4 2022 and held it in 3 quarters. The position peaked at $24.6K in Q4 2022. 27 funds tracked by Wall St. Rank hold BOAT as of Q2 2026.

  • Advisory Services Network reported no remaining SonicShares Global Shipping ETF position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 150 SonicShares Global Shipping ETF shares in Q2 2026, an estimated $6.08K.
  • Advisory Services Network first reported a position in SonicShares Global Shipping ETF in Q4 2022 and held it in 3 quarters.
  • Advisory Services Network's SonicShares Global Shipping ETF position peaked at $24.6K in Q4 2022.
  • 27 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.