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

AssuredPartners Investment 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
2025
Q2 		– Sell
-12,347
Closed -$325K – 255
2025
Q1 		$325K Buy
12,347
+145
+1% +$4K 0.06% 263
2024
Q4 		$341K Buy
+12,202
New +$389K 0.07% 261

Other funds holding BOAT

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
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssuredPartners Investment Advisors's BOAT Position: Q2 2025 in Review

AssuredPartners Investment Advisors sold out of SonicShares Global Shipping ETF (BOAT) in Q2 2025, closing a stake of 12,347 shares — an estimated $325K sold.

AssuredPartners Investment Advisors first reported a position in BOAT in Q4 2024 and held it in 2 quarters. The position peaked at $341K in Q4 2024. 13 funds tracked by Wall St. Rank hold BOAT as of Q2 2025.

  • AssuredPartners Investment Advisors reported no remaining SonicShares Global Shipping ETF position as of Q2 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 12,347 SonicShares Global Shipping ETF shares in Q2 2025, an estimated $325K.
  • AssuredPartners Investment Advisors first reported a position in SonicShares Global Shipping ETF in Q4 2024 and held it in 2 quarters.
  • AssuredPartners Investment Advisors's SonicShares Global Shipping ETF position peaked at $341K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.