AssuredPartners Investment Advisors’s SonicShares Global Shipping ETF BOAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,347
Closed -$325K 255
2025
Q1
$325K Buy
12,347
+145
+1% +$3.82K 0.06% 263
2024
Q4
$341K Buy
+12,202
New +$341K 0.07% 261