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BFC Planning, Inc.’s SonicShares Global Shipping ETF BOAT Stock Holding History

BFC Planning, Inc.’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 		– Sell
-180
Closed -$5.68K – 3065
2025
Q4 		$5.68K Hold
180
– – ﹤0.01% 2304
2025
Q3 		$5.59K Buy
180
+75
+71% +$2.34K ﹤0.01% 2155
2025
Q2 		$2.98K Buy
+105
New +$2.91K ﹤0.01% 2217

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Flow Traders U.S.
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Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Westbourne Investments
Westbourne Investments Alexandria, Virginia $245M AUM 55.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

BFC Planning, Inc.'s BOAT Position: Q1 2026 in Review

BFC Planning, Inc. sold out of SonicShares Global Shipping ETF (BOAT) in Q1 2026, closing a stake of 180 shares — an estimated $5.68K sold.

BFC Planning, Inc. first reported a position in BOAT in Q2 2025 and held it in 3 quarters. The position peaked at $5.68K in Q4 2025. 31 funds tracked by Wall St. Rank hold BOAT as of Q1 2026.

  • BFC Planning, Inc. reported no remaining SonicShares Global Shipping ETF position as of Q1 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 180 SonicShares Global Shipping ETF shares in Q1 2026, an estimated $5.68K.
  • BFC Planning, Inc. first reported a position in SonicShares Global Shipping ETF in Q2 2025 and held it in 3 quarters.
  • BFC Planning, Inc.'s SonicShares Global Shipping ETF position peaked at $5.68K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q1 2026.

Based on BFC Planning, Inc.'s 13F filing for Q1 2026, filed 29 Oct 2026.