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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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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.