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ICA Group Wealth Management’s SonicShares Global Shipping ETF BOAT Stock Holding History

ICA Group Wealth Management’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
Q2 		$30.7K Hold
840
– – 0.02% 297
2024
Q1 		$25.2K Hold
840
– – 0.01% 705
2023
Q4 		$25.1K Buy
+840
New +$23.8K 0.01% 662
2023
Q3 		– Sell
-840
Closed -$21.9K – 340
2023
Q2 		$21.9K Hold
840
– – 0.01% 660
2023
Q1 		$25.6K Buy
+840
New +$24.9K 0.01% 622

Other funds holding BOAT

Jane Street
Jane Street New York $777B AUM 61.18% 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
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

ICA Group Wealth Management's BOAT Position: Q2 2024 in Review

ICA Group Wealth Management held its SonicShares Global Shipping ETF (BOAT) position steady in Q2 2024 at 840 shares worth $30.7K. The position accounts for 0.02% of the portfolio, ranked #297.

ICA Group Wealth Management first reported a position in BOAT in Q1 2023 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold BOAT as of Q2 2024.

  • ICA Group Wealth Management held 840 shares of SonicShares Global Shipping ETF worth $30.7K as of Q2 2024.
  • ICA Group Wealth Management left its SonicShares Global Shipping ETF share count unchanged in Q2 2024.
  • SonicShares Global Shipping ETF made up 0.02% of ICA Group Wealth Management's portfolio in Q2 2024, its #297 holding.
  • ICA Group Wealth Management first reported a position in SonicShares Global Shipping ETF in Q1 2023 and has held it in 5 quarters since.
  • 26 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.