Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s SonicShares Global Shipping ETF BOAT Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$219K Buy
+4,289
New +$199K 0.01% 954

Other funds holding BOAT

VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Dynamic Advisor Solutions's BOAT Position: Q3 2026 in Review

Dynamic Advisor Solutions opened a new position in SonicShares Global Shipping ETF (BOAT) in Q3 2026: 4,289 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #954 among its holdings.

7 funds tracked by Wall St. Rank hold BOAT as of Q3 2026.

  • Dynamic Advisor Solutions held 4,289 shares of SonicShares Global Shipping ETF worth $219K as of Q3 2026.
  • SonicShares Global Shipping ETF was a new Dynamic Advisor Solutions position in Q3 2026.
  • SonicShares Global Shipping ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #954 holding.
  • 7 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.