Bank of Montreal
BOAT icon

Bank of Montreal’s SonicShares Global Shipping ETF BOAT Stock Holding History

Bank of Montreal’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
Q3 		– Sell
-100
Closed -$2.84K – 3541
2025
Q2 		$2.84K Hold
100
– – ﹤0.01% 3437
2025
Q1 		$2.63K Hold
100
– – ﹤0.01% 3391
2024
Q4 		$2.8K Hold
100
– – ﹤0.01% 3432
2024
Q3 		$3.56K Hold
100
– – ﹤0.01% 3740
2024
Q2 		$3.81K Buy
+100
New +$3.45K ﹤0.01% 3738
2023
Q1 		– Sell
-65
Closed -$1.89K – 3807
2022
Q4 		$1.89K Buy
+65
New +$1.77K ﹤0.01% 3887

Other funds holding BOAT

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WI
Westbourne Investments Alexandria, Virginia $245M AUM 55.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return

Bank of Montreal's BOAT Position: Q3 2025 in Review

Bank of Montreal sold out of SonicShares Global Shipping ETF (BOAT) in Q3 2025, closing a stake of 100 shares — an estimated $2.84K sold.

Bank of Montreal first reported a position in BOAT in Q4 2022 and held it in 6 quarters. The position peaked at $3.81K in Q2 2024. 16 funds tracked by Wall St. Rank hold BOAT as of Q3 2025.

  • Bank of Montreal reported no remaining SonicShares Global Shipping ETF position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 100 SonicShares Global Shipping ETF shares in Q3 2025, an estimated $2.84K.
  • Bank of Montreal first reported a position in SonicShares Global Shipping ETF in Q4 2022 and held it in 6 quarters.
  • Bank of Montreal's SonicShares Global Shipping ETF position peaked at $3.81K in Q2 2024.
  • 16 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.