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

Clearstead 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 		$8.34K Hold
220
– – ﹤0.01% 2039
2026
Q1 		$8.92K Hold
220
– – ﹤0.01% 1617
2025
Q4 		$6.94K Buy
+220
New +$6.98K ﹤0.01% 1958

Other funds holding BOAT

CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Clearstead Advisors's BOAT Position: Q2 2026 in Review

Clearstead Advisors held its SonicShares Global Shipping ETF (BOAT) position steady in Q2 2026 at 220 shares worth $8.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

Clearstead Advisors first reported a position in BOAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.92K in Q1 2026. 15 funds tracked by Wall St. Rank hold BOAT as of Q2 2026.

  • Clearstead Advisors held 220 shares of SonicShares Global Shipping ETF worth $8.34K as of Q2 2026.
  • Clearstead Advisors left its SonicShares Global Shipping ETF share count unchanged in Q2 2026.
  • SonicShares Global Shipping ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2039 holding.
  • Clearstead Advisors first reported a position in SonicShares Global Shipping ETF in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's SonicShares Global Shipping ETF position peaked at $8.92K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.