Creative Financial Designs’s SonicShares Global Shipping ETF BOAT Stock Holding History

Creative Financial Designs’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
2024 Q4	–	Sell	-156	Closed	-$5.56K	–	1795
2024 Q3	$5.56K	Buy	156 +2	+1%	+$67	﹤0.01%	1346
2024 Q2	$5.64K	Buy	154 +2	+1%	+$69	﹤0.01%	1296
2024 Q1	$4.55K	Buy	+152	New	+$4.73K	﹤0.01%	1326

Other funds holding BOAT

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AIA

AssuredPartners Investment Advisors Tampa, Florida $1.03B AUM 34.9% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

JIP

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Creative Financial Designs's BOAT Position: Q4 2024 in Review

Creative Financial Designs sold out of SonicShares Global Shipping ETF (BOAT) in Q4 2024, closing a stake of 156 shares — an estimated $5.56K sold.

Creative Financial Designs first reported a position in BOAT in Q1 2024 and held it in 3 quarters. The position peaked at $5.64K in Q2 2024. 16 funds tracked by Wall St. Rank hold BOAT as of Q4 2024.

Creative Financial Designs reported no remaining SonicShares Global Shipping ETF position as of Q4 2024 after selling out during the quarter.
Creative Financial Designs sold 156 SonicShares Global Shipping ETF shares in Q4 2024, an estimated $5.56K.
Creative Financial Designs first reported a position in SonicShares Global Shipping ETF in Q1 2024 and held it in 3 quarters.
Creative Financial Designs's SonicShares Global Shipping ETF position peaked at $5.64K in Q2 2024.
16 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q4 2024.

Based on Creative Financial Designs's 13F filing for Q4 2024, filed 10 Feb 2025.