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

BlackDiamond 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
2026 Q3	$308K	Buy	+6,553	New	+$305K	0.12%	167

Other funds holding BOAT

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Westbourne Investments Alexandria, Virginia $239M AUM 38.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

BlackDiamond Wealth Management's BOAT Position: Q3 2026 in Review

BlackDiamond Wealth Management opened a new position in SonicShares Global Shipping ETF (BOAT) in Q3 2026: 6,553 shares worth $308K. The stake represents 0.12% of the portfolio and ranks #167 among its holdings.

34 funds tracked by Wall St. Rank hold BOAT as of Q3 2026.

BlackDiamond Wealth Management held 6,553 shares of SonicShares Global Shipping ETF worth $308K as of Q3 2026.
SonicShares Global Shipping ETF was a new BlackDiamond Wealth Management position in Q3 2026.
SonicShares Global Shipping ETF made up 0.12% of BlackDiamond Wealth Management's portfolio in Q3 2026, its #167 holding.
34 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q3 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.