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 Q2	–	Sell	-11,093	Closed	-$450K	–	4057
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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

Westbourne Investments Alexandria, Virginia $245M AUM 55.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VAG

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

HAP

Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors's BOAT Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of SonicShares Global Shipping ETF (BOAT) in Q2 2026, closing a stake of 11,093 shares — an estimated $450K sold.

Cambridge Investment Research Advisors first reported a position in BOAT in Q4 2023 and held it in 8 quarters. The position peaked at $813K in Q3 2024. 26 funds tracked by Wall St. Rank hold BOAT as of Q2 2026.

Cambridge Investment Research Advisors reported no remaining SonicShares Global Shipping ETF position as of Q2 2026 after selling out during the quarter.
Cambridge Investment Research Advisors sold 11,093 SonicShares Global Shipping ETF shares in Q2 2026, an estimated $450K.
Cambridge Investment Research Advisors first reported a position in SonicShares Global Shipping ETF in Q4 2023 and held it in 8 quarters.
Cambridge Investment Research Advisors's SonicShares Global Shipping ETF position peaked at $813K in Q3 2024.
26 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.