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Axxcess Wealth Management’s SonicShares Global Shipping ETF BOAT Stock Holding History

Axxcess Wealth Management’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
2024
Q3 		– Sell
-5,549
Closed -$203K – 892
2024
Q2 		$203K Buy
+5,549
New +$191K 0.01% 797

Other funds holding BOAT

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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Axxcess Wealth Management's BOAT Position: Q3 2024 in Review

Axxcess Wealth Management sold out of SonicShares Global Shipping ETF (BOAT) in Q3 2024, closing a stake of 5,549 shares — an estimated $203K sold.

Axxcess Wealth Management first reported a position in BOAT in Q2 2024 and held it in 1 quarter. The position peaked at $203K in Q2 2024. 21 funds tracked by Wall St. Rank hold BOAT as of Q3 2024.

  • Axxcess Wealth Management reported no remaining SonicShares Global Shipping ETF position as of Q3 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,549 SonicShares Global Shipping ETF shares in Q3 2024, an estimated $203K.
  • Axxcess Wealth Management first reported a position in SonicShares Global Shipping ETF in Q2 2024 and held it in 1 quarter.
  • Axxcess Wealth Management's SonicShares Global Shipping ETF position peaked at $203K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q3 2024.

Based on Axxcess Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.