Jaffetilchin Investment Partners’s SonicShares Global Shipping ETF BOAT Stock Holding History

Jaffetilchin Investment Partners’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 Q1	$216K	Buy	+5,328	New	+$200K	0.01%	434
2025 Q1	–	Sell	-8,585	Closed	-$240K	–	407
2024 Q4	$240K	Sell	8,585 -656	-7%	-$20.9K	0.02%	345
2024 Q3	$328K	Buy	9,241 +15	+0.2%	+$506	0.02%	280
2024 Q2	$337K	Sell	9,226 -434	-4%	-$15K	0.03%	267
2024 Q1	$290K	Sell	9,660 -1,985	-17%	-$61.8K	0.03%	295
2023 Q4	$348K	Sell	11,645 -9	-0.1%	-$255	0.03%	258
2023 Q3	$326K	Sell	11,654 -2,519	-18%	-$70.8K	0.04%	252
2023 Q2	$370K	Buy	14,173 +578	+4%	+$16.7K	0.04%	246
2023 Q1	$414K	Buy	+13,595	New	+$403K	0.05%	233

Other funds holding BOAT

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Westbourne Investments Arlington, Virginia $210M AUM 40.95% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Jaffetilchin Investment Partners's BOAT Position: Q1 2026 in Review

Jaffetilchin Investment Partners opened a new position in SonicShares Global Shipping ETF (BOAT) in Q1 2026: 5,328 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #434 among its holdings. This is a return to the name: Jaffetilchin Investment Partners previously reported a position in BOAT as recently as Q4 2024.

Jaffetilchin Investment Partners first reported a position in BOAT in Q1 2023 and has held it in 9 quarters since. The position peaked at $414K in Q1 2023. 31 funds tracked by Wall St. Rank hold BOAT as of Q1 2026.

Jaffetilchin Investment Partners held 5,328 shares of SonicShares Global Shipping ETF worth $216K as of Q1 2026.
SonicShares Global Shipping ETF was a new Jaffetilchin Investment Partners position in Q1 2026.
SonicShares Global Shipping ETF made up 0.01% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #434 holding.
Jaffetilchin Investment Partners first reported a position in SonicShares Global Shipping ETF in Q1 2023 and has held it in 9 quarters since.
Jaffetilchin Investment Partners's SonicShares Global Shipping ETF position peaked at $414K in Q1 2023.
31 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.