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EverSource Wealth Advisors’s SonicShares Global Shipping ETF BOAT Stock Holding History

EverSource Wealth Advisors’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 		$18.5K Hold
489
– – ﹤0.01% 2489
2026
Q1 		$19.8K Hold
489
– – ﹤0.01% 2511
2025
Q4 		$15.4K Sell
489
-95
-16% -$3.01K ﹤0.01% 2558
2025
Q3 		$18.1K Hold
584
– – ﹤0.01% 2435
2025
Q2 		$16.6K Hold
584
– – ﹤0.01% 2445
2025
Q1 		$15.4K Hold
584
– – ﹤0.01% 1846
2024
Q4 		$16.3K Sell
584
-199
-25% -$6.34K ﹤0.01% 1738
2024
Q3 		$27.8K Hold
783
– – ﹤0.01% 1329
2024
Q2 		$26.8K Hold
783
– – ﹤0.01% 1364
2024
Q1 		$25.5K Buy
+783
New +$24.4K ﹤0.01% 1250

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

EverSource Wealth Advisors's BOAT Position: Q2 2026 in Review

EverSource Wealth Advisors held its SonicShares Global Shipping ETF (BOAT) position steady in Q2 2026 at 489 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2489.

EverSource Wealth Advisors first reported a position in BOAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $27.8K in Q3 2024. 26 funds tracked by Wall St. Rank hold BOAT as of Q2 2026.

  • EverSource Wealth Advisors held 489 shares of SonicShares Global Shipping ETF worth $18.5K as of Q2 2026.
  • EverSource Wealth Advisors left its SonicShares Global Shipping ETF share count unchanged in Q2 2026.
  • SonicShares Global Shipping ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2489 holding.
  • EverSource Wealth Advisors first reported a position in SonicShares Global Shipping ETF in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's SonicShares Global Shipping ETF position peaked at $27.8K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.