Envestnet Asset Management’s SonicShares Global Shipping ETF BOAT Stock Holding History

Envestnet Asset Management’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 Q1	$205K	Buy	+5,050	New	+$190K	﹤0.01%	4498

Other funds holding BOAT

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return

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

Westbourne Investments Arlington, Virginia $210M AUM 40.95% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Envestnet Asset Management's BOAT Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in SonicShares Global Shipping ETF (BOAT) in Q1 2026: 5,050 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #4498 among its holdings.

31 funds tracked by Wall St. Rank hold BOAT as of Q1 2026.

Envestnet Asset Management held 5,050 shares of SonicShares Global Shipping ETF worth $205K as of Q1 2026.
SonicShares Global Shipping ETF was a new Envestnet Asset Management position in Q1 2026.
SonicShares Global Shipping ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4498 holding.
31 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.