Carson Wealth (CWM LLC)
BOAT icon

Carson Wealth (CWM LLC)’s SonicShares Global Shipping ETF BOAT Stock Holding History

Carson Wealth (CWM LLC)’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 		$20.4K Hold
502
– – ﹤0.01% 4403
2025
Q4 		$16K Buy
+502
New +$15.9K ﹤0.01% 4287

Other funds holding BOAT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
GS
GTS Securities New York $4.75B AUM 41.97% 1-Year Est. Return
WI
Westbourne Investments Arlington, Virginia $245M AUM 55.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
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

Carson Wealth (CWM LLC)'s BOAT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its SonicShares Global Shipping ETF (BOAT) position steady in Q1 2026 at 502 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4403.

Carson Wealth (CWM LLC) first reported a position in BOAT in Q4 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold BOAT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 502 shares of SonicShares Global Shipping ETF worth $20.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its SonicShares Global Shipping ETF share count unchanged in Q1 2026.
  • SonicShares Global Shipping ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4403 holding.
  • Carson Wealth (CWM LLC) first reported a position in SonicShares Global Shipping ETF in Q4 2025 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.