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American Portfolios Advisors’s SonicShares Global Shipping ETF BOAT Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$5.09K Buy
213
+121
+132% +$3.57K ﹤0.01% 2808
2022
Q2 		$2.61K Buy
+92
New +$3.04K ﹤0.01% 3059

Other funds holding BOAT

PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CQS
Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Portfolios Advisors's BOAT Position: Q3 2022 in Review

American Portfolios Advisors increased its SonicShares Global Shipping ETF (BOAT) stake by 132% in Q3 2022, buying an estimated $3.57K and bringing the position to 213 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2808.

American Portfolios Advisors first reported a position in BOAT in Q2 2022 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold BOAT as of Q3 2022.

  • American Portfolios Advisors held 213 shares of SonicShares Global Shipping ETF worth $5.09K as of Q3 2022.
  • American Portfolios Advisors bought 121 SonicShares Global Shipping ETF shares in Q3 2022, an estimated $3.57K.
  • SonicShares Global Shipping ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2808 holding.
  • American Portfolios Advisors first reported a position in SonicShares Global Shipping ETF in Q2 2022 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.