HighTower Advisors
BOAT icon

HighTower Advisors’s SonicShares Global Shipping ETF BOAT Stock Holding History

HighTower 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
2025
Q4 		– Sell
-108,010
Closed -$3.35M – 3695
2025
Q3 		$3.35M Buy
+108,010
New +$3.37M ﹤0.01% 1343

Other funds holding BOAT

CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
WI
Westbourne Investments Arlington, Virginia $210M AUM 40.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

HighTower Advisors's BOAT Position: Q4 2025 in Review

HighTower Advisors sold out of SonicShares Global Shipping ETF (BOAT) in Q4 2025, closing a stake of 108,010 shares — an estimated $3.35M sold.

HighTower Advisors first reported a position in BOAT in Q3 2025 and held it in 1 quarter. The position peaked at $3.35M in Q3 2025. 16 funds tracked by Wall St. Rank hold BOAT as of Q4 2025.

  • HighTower Advisors reported no remaining SonicShares Global Shipping ETF position as of Q4 2025 after selling out during the quarter.
  • HighTower Advisors sold 108,010 SonicShares Global Shipping ETF shares in Q4 2025, an estimated $3.35M.
  • HighTower Advisors first reported a position in SonicShares Global Shipping ETF in Q3 2025 and held it in 1 quarter.
  • HighTower Advisors's SonicShares Global Shipping ETF position peaked at $3.35M in Q3 2025.
  • 16 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q4 2025.

Based on HighTower Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.