Citadel Advisors’s SonicShares Global Shipping ETF BOAT Stock Holding History

Citadel 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	$277K	Sell	7,316 -7,115	-49%	-$293K	﹤0.01%	11299
2026 Q1	$585K	Buy	+14,431	New	+$542K	﹤0.01%	8920
2024 Q3	–	Sell	-22,545	Closed	-$824K	–	14270
2024 Q2	$824K	Buy	+22,545	New	+$778K	﹤0.01%	6994
2024 Q1	–	Sell	-26,627	Closed	-$797K	–	14583
2023 Q4	$797K	Buy	+26,627	New	+$753K	﹤0.01%	7140

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors's BOAT Position: Q2 2026 in Review

Citadel Advisors reduced its SonicShares Global Shipping ETF (BOAT) stake by 49% in Q2 2026, selling an estimated $293K and leaving 7,316 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #11299.

Citadel Advisors first reported a position in BOAT in Q4 2023 and has held it in 4 quarters since. The position peaked at $824K in Q2 2024. 26 funds tracked by Wall St. Rank hold BOAT as of Q2 2026.

Citadel Advisors held 7,316 shares of SonicShares Global Shipping ETF worth $277K as of Q2 2026.
Citadel Advisors sold 7,115 SonicShares Global Shipping ETF shares in Q2 2026, an estimated $293K.
SonicShares Global Shipping ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #11299 holding.
Citadel Advisors first reported a position in SonicShares Global Shipping ETF in Q4 2023 and has held it in 4 quarters since.
Citadel Advisors's SonicShares Global Shipping ETF position peaked at $824K in Q2 2024.
26 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.