Envestnet Asset Management
BOAT icon

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
Q2 		$310K Buy
8,184
+3,134
+62% +$129K ﹤0.01% 4402
2026
Q1 		$205K Buy
+5,050
New +$190K ﹤0.01% 4498

Other funds holding BOAT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
WI
Westbourne Investments Alexandria, Virginia $245M AUM 55.25% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management's BOAT Position: Q2 2026 in Review

Envestnet Asset Management increased its SonicShares Global Shipping ETF (BOAT) stake by 62% in Q2 2026, buying an estimated $129K and bringing the position to 8,184 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #4402.

Envestnet Asset Management first reported a position in BOAT in Q1 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold BOAT as of Q2 2026.

  • Envestnet Asset Management held 8,184 shares of SonicShares Global Shipping ETF worth $310K as of Q2 2026.
  • Envestnet Asset Management bought 3,134 SonicShares Global Shipping ETF shares in Q2 2026, an estimated $129K.
  • SonicShares Global Shipping ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4402 holding.
  • Envestnet Asset Management first reported a position in SonicShares Global Shipping ETF in Q1 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.