Commonwealth Equity Services’s SonicShares Global Shipping ETF BOAT Stock Holding History

Commonwealth Equity Services’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	$281K	Buy	+6,936	New	+$261K	﹤0.01%	3693
2025 Q4	–	Sell	-8,024	Closed	-$249K	–	4294
2025 Q3	$249K	Buy	+8,024	New	+$250K	﹤0.01%	3786
2024 Q4	–	Sell	-5,879	Closed	-$209K	–	4105
2024 Q3	$209K	Buy	5,879 +18	+0.3%	+$607	﹤0.01%	3655
2024 Q2	$214K	Buy	+5,861	New	+$202K	﹤0.01%	3588
2023 Q4	–	Sell	-7,227	Closed	-$202K	–	3920
2023 Q3	$202K	Buy	+7,227	New	+$203K	﹤0.01%	3371
2023 Q2	–	Sell	-7,399	Closed	-$225	–	3846
2023 Q1	$225	Sell	7,399 -1,064	-13%	-$31.5K	﹤0.01%	3211
2022 Q4	$235K	Sell	8,463 -1,511	-15%	-$41.1K	﹤0.01%	3077
2022 Q3	$238K	Sell	9,974 -10,698	-52%	-$316K	﹤0.01%	3017
2022 Q2	$586K	Buy	20,672 +1,408	+7%	+$46.6K	﹤0.01%	2298
2022 Q1	$665K	Buy	+19,264	New	+$624K	﹤0.01%	2305

Other funds holding BOAT

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Westbourne Investments Arlington, Virginia $210M AUM 40.95% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

VAG

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services's BOAT Position: Q1 2026 in Review

Commonwealth Equity Services opened a new position in SonicShares Global Shipping ETF (BOAT) in Q1 2026: 6,936 shares worth $281K. The stake represents ﹤0.01% of the portfolio and ranks #3693 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in BOAT as recently as Q3 2025.

Commonwealth Equity Services first reported a position in BOAT in Q1 2022 and has held it in 10 quarters since. The position peaked at $665K in Q1 2022. 31 funds tracked by Wall St. Rank hold BOAT as of Q1 2026.

Commonwealth Equity Services held 6,936 shares of SonicShares Global Shipping ETF worth $281K as of Q1 2026.
SonicShares Global Shipping ETF was a new Commonwealth Equity Services position in Q1 2026.
SonicShares Global Shipping ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3693 holding.
Commonwealth Equity Services first reported a position in SonicShares Global Shipping ETF in Q1 2022 and has held it in 10 quarters since.
Commonwealth Equity Services's SonicShares Global Shipping ETF position peaked at $665K in Q1 2022.
31 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.