HGERS
BOAT icon

Householder Group Estate & Retirement Specialist’s SonicShares Global Shipping ETF BOAT Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q3 		– Sell
-200
Closed -$7K – 1166
2024
Q2 		$7K Buy
+200
New +$6.9K ﹤0.01% 874

Other funds holding BOAT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BOAT Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of SonicShares Global Shipping ETF (BOAT) in Q3 2024, closing a stake of 200 shares — an estimated $7K sold.

Householder Group Estate & Retirement Specialist first reported a position in BOAT in Q2 2024 and held it in 1 quarter. The position peaked at $7K in Q2 2024. 21 funds tracked by Wall St. Rank hold BOAT as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining SonicShares Global Shipping ETF position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 200 SonicShares Global Shipping ETF shares in Q3 2024, an estimated $7K.
  • Householder Group Estate & Retirement Specialist first reported a position in SonicShares Global Shipping ETF in Q2 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's SonicShares Global Shipping ETF position peaked at $7K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.