Integrated Advisors Network
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Integrated Advisors Network’s SonicShares Global Shipping ETF BOAT Stock Holding History

Integrated Advisors Network’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
2022
Q3 		– Sell
-56,800
Closed -$1.61M – 643
2022
Q2 		$1.61M Buy
56,800
+3,413
+6% +$113K 0.1% 212
2022
Q1 		$1.84M Buy
+53,387
New +$1.73M 0.11% 208

Other funds holding BOAT

Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Credential Qtrade Securities
Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Advisors Network's BOAT Position: Q3 2022 in Review

Integrated Advisors Network sold out of SonicShares Global Shipping ETF (BOAT) in Q3 2022, closing a stake of 56,800 shares — an estimated $1.61M sold.

Integrated Advisors Network first reported a position in BOAT in Q1 2022 and held it in 2 quarters. The position peaked at $1.84M in Q1 2022. 14 funds tracked by Wall St. Rank hold BOAT as of Q3 2022.

  • Integrated Advisors Network reported no remaining SonicShares Global Shipping ETF position as of Q3 2022 after selling out during the quarter.
  • Integrated Advisors Network sold 56,800 SonicShares Global Shipping ETF shares in Q3 2022, an estimated $1.61M.
  • Integrated Advisors Network first reported a position in SonicShares Global Shipping ETF in Q1 2022 and held it in 2 quarters.
  • Integrated Advisors Network's SonicShares Global Shipping ETF position peaked at $1.84M in Q1 2022.
  • 14 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q3 2022.

Based on Integrated Advisors Network's 13F filing for Q3 2022, filed 8 Nov 2022.