AIA
BOAT icon

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

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HAP
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CB
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UBS Group
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FFA
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EWA
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AF
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Morgan Stanley
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