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 Q2	$271K	Buy	7,152 +216	+3%	+$8.91K	﹤0.01%	3851
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	-$225K	–	3846
2023 Q1	$225K	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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Commonwealth Equity Services's BOAT Position: Q2 2026 in Review

Commonwealth Equity Services increased its SonicShares Global Shipping ETF (BOAT) stake by 3.1% in Q2 2026, buying an estimated $8.91K and bringing the position to 7,152 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #3851.

Commonwealth Equity Services first reported a position in BOAT in Q1 2022 and has held it in 11 quarters since. The position peaked at $665K in Q1 2022. 26 funds tracked by Wall St. Rank hold BOAT as of Q2 2026.

Commonwealth Equity Services held 7,152 shares of SonicShares Global Shipping ETF worth $271K as of Q2 2026.
Commonwealth Equity Services bought 216 SonicShares Global Shipping ETF shares in Q2 2026, an estimated $8.91K.
SonicShares Global Shipping ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3851 holding.
Commonwealth Equity Services first reported a position in SonicShares Global Shipping ETF in Q1 2022 and has held it in 11 quarters since.
Commonwealth Equity Services's SonicShares Global Shipping ETF position peaked at $665K in Q1 2022.
26 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.