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

IFP 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
2026
Q2 		$7.58K Hold
200
– – ﹤0.01% 3551
2026
Q1 		$8.11K Hold
200
– – ﹤0.01% 3259
2025
Q4 		$6.31K Hold
200
– – ﹤0.01% 3299
2025
Q3 		$6.21K Hold
200
– – ﹤0.01% 3129
2025
Q2 		$5.69K Hold
200
– – ﹤0.01% 3288
2025
Q1 		$5.26K Hold
200
– – ﹤0.01% 2824
2024
Q4 		$5.59K Hold
200
– – ﹤0.01% 2748
2024
Q3 		$7.1K Hold
200
– – ﹤0.01% 2556
2024
Q2 		$7.31K Hold
200
– – ﹤0.01% 2448
2024
Q1 		$6K Hold
200
– – ﹤0.01% 2405
2023
Q4 		$5.98K Hold
200
– – ﹤0.01% 2367
2023
Q3 		$5.59K Hold
200
– – ﹤0.01% 2466
2023
Q2 		$5.22K Hold
200
– – ﹤0.01% 2529
2023
Q1 		$4.9K Hold
200
– – ﹤0.01% 2574
2022
Q4 		$5K Hold
200
– – ﹤0.01% 3763
2022
Q3 		$5K Hold
200
– – ﹤0.01% 4004
2022
Q2 		$5K Hold
200
– – ﹤0.01% 3757
2022
Q1 		$5K Buy
+200
New +$6.48K ﹤0.01% 3757

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 Arlington, Virginia $245M AUM 55.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 40.91% 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

IFP Advisors's BOAT Position: Q2 2026 in Review

IFP Advisors held its SonicShares Global Shipping ETF (BOAT) position steady in Q2 2026 at 200 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #3551.

IFP Advisors first reported a position in BOAT in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.11K in Q1 2026. 27 funds tracked by Wall St. Rank hold BOAT as of Q2 2026.

  • IFP Advisors held 200 shares of SonicShares Global Shipping ETF worth $7.58K as of Q2 2026.
  • IFP Advisors left its SonicShares Global Shipping ETF share count unchanged in Q2 2026.
  • SonicShares Global Shipping ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3551 holding.
  • IFP Advisors first reported a position in SonicShares Global Shipping ETF in Q1 2022 and has held it in 18 quarters since.
  • IFP Advisors's SonicShares Global Shipping ETF position peaked at $8.11K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.