Mackenzie Financial
BOAT icon

Mackenzie Financial’s SonicShares Global Shipping ETF BOAT Stock Holding History

Mackenzie Financial’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
2025
Q1 		– Sell
-10,690
Closed -$299K – 1688
2024
Q4 		$299K Sell
10,690
-2,540
-19% -$81K ﹤0.01% 1386
2024
Q3 		$470K Sell
13,230
-1,090
-8% -$36.8K ﹤0.01% 1039
2024
Q2 		$524K Buy
+14,320
New +$494K ﹤0.01% 1003

Other funds holding BOAT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Mackenzie Financial's BOAT Position: Q1 2025 in Review

Mackenzie Financial sold out of SonicShares Global Shipping ETF (BOAT) in Q1 2025, closing a stake of 10,690 shares — an estimated $299K sold.

Mackenzie Financial first reported a position in BOAT in Q2 2024 and held it in 3 quarters. The position peaked at $524K in Q2 2024. 15 funds tracked by Wall St. Rank hold BOAT as of Q1 2025.

  • Mackenzie Financial reported no remaining SonicShares Global Shipping ETF position as of Q1 2025 after selling out during the quarter.
  • Mackenzie Financial sold 10,690 SonicShares Global Shipping ETF shares in Q1 2025, an estimated $299K.
  • Mackenzie Financial first reported a position in SonicShares Global Shipping ETF in Q2 2024 and held it in 3 quarters.
  • Mackenzie Financial's SonicShares Global Shipping ETF position peaked at $524K in Q2 2024.
  • 15 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q1 2025.

Based on Mackenzie Financial's 13F filing for Q1 2025, filed 7 May 2025.