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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
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

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
WI
Westbourne Investments Arlington, Virginia $210M AUM 40.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
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

EverSource Wealth Advisors's BOAT Position: Q1 2026 in Review

EverSource Wealth Advisors held its SonicShares Global Shipping ETF (BOAT) position steady in Q1 2026 at 489 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2511.

EverSource Wealth Advisors first reported a position in BOAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $27.8K in Q3 2024. 31 funds tracked by Wall St. Rank hold BOAT as of Q1 2026.

  • EverSource Wealth Advisors held 489 shares of SonicShares Global Shipping ETF worth $19.8K as of Q1 2026.
  • EverSource Wealth Advisors left its SonicShares Global Shipping ETF share count unchanged in Q1 2026.
  • SonicShares Global Shipping ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2511 holding.
  • EverSource Wealth Advisors first reported a position in SonicShares Global Shipping ETF in Q1 2024 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's SonicShares Global Shipping ETF position peaked at $27.8K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.