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

Cambridge Investment Research 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
2026 Q1	$450K	Buy	11,093 +3,169	+40%	+$119K	﹤0.01%	2896
2025 Q4	$250K	Buy	7,924 +255	+3%	+$8.09K	﹤0.01%	3376
2025 Q3	$238K	Buy	+7,669	New	+$239K	﹤0.01%	3335
2025 Q1	–	Sell	-22,284	Closed	-$623K	–	3518
2024 Q4	$623K	Sell	22,284 -610	-3%	-$19.4K	﹤0.01%	2248
2024 Q3	$813K	Buy	22,894 +1,303	+6%	+$43.9K	﹤0.01%	2019
2024 Q2	$790K	Buy	21,591 +1,160	+6%	+$40K	﹤0.01%	1937
2024 Q1	$613K	Sell	20,431 -1,252	-6%	-$39K	﹤0.01%	2099
2023 Q4	$649K	Buy	+21,683	New	+$613K	﹤0.01%	1979

Other funds holding BOAT

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Westbourne Investments Arlington, Virginia $210M AUM 40.95% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Cambridge Investment Research Advisors's BOAT Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its SonicShares Global Shipping ETF (BOAT) stake by 40% in Q1 2026, buying an estimated $119K and bringing the position to 11,093 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #2896.

Cambridge Investment Research Advisors first reported a position in BOAT in Q4 2023 and has held it in 8 quarters since. The position peaked at $813K in Q3 2024. 31 funds tracked by Wall St. Rank hold BOAT as of Q1 2026.

Cambridge Investment Research Advisors held 11,093 shares of SonicShares Global Shipping ETF worth $450K as of Q1 2026.
Cambridge Investment Research Advisors bought 3,169 SonicShares Global Shipping ETF shares in Q1 2026, an estimated $119K.
SonicShares Global Shipping ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2896 holding.
Cambridge Investment Research Advisors first reported a position in SonicShares Global Shipping ETF in Q4 2023 and has held it in 8 quarters since.
Cambridge Investment Research Advisors's SonicShares Global Shipping ETF position peaked at $813K in Q3 2024.
31 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.