Credential Qtrade Securities’s SonicShares Global Shipping ETF BOAT Stock Holding History

Credential Qtrade Securities’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
2023 Q2	–	Sell	-27,890	Closed	-$836K	–	380
2023 Q1	$836K	Buy	27,890 +540	+2%	+$16K	0.06%	139
2022 Q4	$743K	Sell	27,350 -8,670	-24%	-$236K	0.05%	138
2022 Q3	$849K	Buy	36,020 +1,740	+5%	+$51.4K	0.07%	127
2022 Q2	$967K	Buy	34,280 +410	+1%	+$13.6K	0.07%	124
2022 Q1	$1.18M	Buy	+33,870	New	+$1.1M	0.07%	119

Other funds holding BOAT

PWM

Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return

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

JIP

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IGWM

ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Credential Qtrade Securities's BOAT Position: Q2 2023 in Review

Credential Qtrade Securities sold out of SonicShares Global Shipping ETF (BOAT) in Q2 2023, closing a stake of 27,890 shares — an estimated $836K sold.

Credential Qtrade Securities first reported a position in BOAT in Q1 2022 and held it in 5 quarters. The position peaked at $1.18M in Q1 2022. 12 funds tracked by Wall St. Rank hold BOAT as of Q2 2023.

Credential Qtrade Securities reported no remaining SonicShares Global Shipping ETF position as of Q2 2023 after selling out during the quarter.
Credential Qtrade Securities sold 27,890 SonicShares Global Shipping ETF shares in Q2 2023, an estimated $836K.
Credential Qtrade Securities first reported a position in SonicShares Global Shipping ETF in Q1 2022 and held it in 5 quarters.
Credential Qtrade Securities's SonicShares Global Shipping ETF position peaked at $1.18M in Q1 2022.
12 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2023.

Based on Credential Qtrade Securities's 13F filing for Q2 2023, filed 21 Jul 2025.