AF
BOAT icon

Allworth Financial’s SonicShares Global Shipping ETF BOAT Stock Holding History

Allworth Financial’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
2025
Q3 		– Sell
-406
Closed -$11.5K – 4923
2025
Q2 		$11.5K Buy
+406
New +$11.2K ﹤0.01% 2828

Other funds holding BOAT

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WI
Westbourne Investments Arlington, Virginia $245M AUM 55.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return

Allworth Financial's BOAT Position: Q3 2025 in Review

Allworth Financial sold out of SonicShares Global Shipping ETF (BOAT) in Q3 2025, closing a stake of 406 shares — an estimated $11.5K sold.

Allworth Financial first reported a position in BOAT in Q2 2025 and held it in 1 quarter. The position peaked at $11.5K in Q2 2025. 16 funds tracked by Wall St. Rank hold BOAT as of Q3 2025.

  • Allworth Financial reported no remaining SonicShares Global Shipping ETF position as of Q3 2025 after selling out during the quarter.
  • Allworth Financial sold 406 SonicShares Global Shipping ETF shares in Q3 2025, an estimated $11.5K.
  • Allworth Financial first reported a position in SonicShares Global Shipping ETF in Q2 2025 and held it in 1 quarter.
  • Allworth Financial's SonicShares Global Shipping ETF position peaked at $11.5K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.