HI
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Harbour Investments’s SonicShares Global Shipping ETF BOAT Stock Holding History

Harbour Investments’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 		$6.7K Buy
177
+5
+3% +$206 ﹤0.01% 3558
2026
Q1 		$6.98K Buy
172
+8
+5% +$301 ﹤0.01% 3443
2025
Q4 		$5.19K Buy
+164
New +$5.2K ﹤0.01% 3000

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 22.9% 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

Harbour Investments's BOAT Position: Q2 2026 in Review

Harbour Investments increased its SonicShares Global Shipping ETF (BOAT) stake by 2.9% in Q2 2026, buying an estimated $206 and bringing the position to 177 shares worth $6.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3558.

Harbour Investments first reported a position in BOAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.98K in Q1 2026. 26 funds tracked by Wall St. Rank hold BOAT as of Q2 2026.

  • Harbour Investments held 177 shares of SonicShares Global Shipping ETF worth $6.7K as of Q2 2026.
  • Harbour Investments bought 5 SonicShares Global Shipping ETF shares in Q2 2026, an estimated $206.
  • SonicShares Global Shipping ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3558 holding.
  • Harbour Investments first reported a position in SonicShares Global Shipping ETF in Q4 2025 and has held it in 3 quarters since.
  • Harbour Investments's SonicShares Global Shipping ETF position peaked at $6.98K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.