MCM
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MAI Capital Management’s SonicShares Global Shipping ETF BOAT Stock Holding History

MAI Capital 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
2026
Q2 		– Sell
-30
Closed -$1.23K – 2417
2026
Q1 		$1.23K Buy
+30
New +$1.13K ﹤0.01% 4108

Other funds holding BOAT

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WI
Westbourne Investments Alexandria, Virginia $245M AUM 55.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 40.89% 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 $636M AUM 21.4% 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

MAI Capital Management's BOAT Position: Q2 2026 in Review

MAI Capital Management sold out of SonicShares Global Shipping ETF (BOAT) in Q2 2026, closing a stake of 30 shares — an estimated $1.23K sold.

MAI Capital Management first reported a position in BOAT in Q1 2026 and held it in 1 quarter. The position peaked at $1.23K in Q1 2026. 26 funds tracked by Wall St. Rank hold BOAT as of Q2 2026.

  • MAI Capital Management reported no remaining SonicShares Global Shipping ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 30 SonicShares Global Shipping ETF shares in Q2 2026, an estimated $1.23K.
  • MAI Capital Management first reported a position in SonicShares Global Shipping ETF in Q1 2026 and held it in 1 quarter.
  • MAI Capital Management's SonicShares Global Shipping ETF position peaked at $1.23K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.