Cetera Investment Advisers
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Cetera Investment Advisers’s SonicShares Global Shipping ETF BOAT Stock Holding History

Cetera Investment Advisers’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
Q4 		– Sell
-26,567
Closed -$825K – 4711
2025
Q3 		$825K Buy
+26,567
New +$829K ﹤0.01% 2946
2025
Q2 		– Sell
-16,195
Closed -$426K – 4103
2025
Q1 		$426K Sell
16,195
-15,429
-49% -$426K ﹤0.01% 2974
2024
Q4 		$884K Buy
+31,624
New +$1.01M ﹤0.01% 2248

Other funds holding BOAT

CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
WI
Westbourne Investments Arlington, Virginia $210M AUM 40.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $119M AUM 17.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

Cetera Investment Advisers's BOAT Position: Q4 2025 in Review

Cetera Investment Advisers sold out of SonicShares Global Shipping ETF (BOAT) in Q4 2025, closing a stake of 26,567 shares — an estimated $825K sold.

Cetera Investment Advisers first reported a position in BOAT in Q4 2024 and held it in 3 quarters. The position peaked at $884K in Q4 2024. 16 funds tracked by Wall St. Rank hold BOAT as of Q4 2025.

  • Cetera Investment Advisers reported no remaining SonicShares Global Shipping ETF position as of Q4 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 26,567 SonicShares Global Shipping ETF shares in Q4 2025, an estimated $825K.
  • Cetera Investment Advisers first reported a position in SonicShares Global Shipping ETF in Q4 2024 and held it in 3 quarters.
  • Cetera Investment Advisers's SonicShares Global Shipping ETF position peaked at $884K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q4 2025.

Based on Cetera Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.