MCC
BOAT icon

Money Concepts Capital’s SonicShares Global Shipping ETF BOAT Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-178
Closed -$4.95K – 762
2022
Q4 		$4.95K Buy
+178
New +$4.85K ﹤0.01% 2348

Other funds holding BOAT

PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
CQS
Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
IGWM
ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return

Money Concepts Capital's BOAT Position: Q1 2023 in Review

Money Concepts Capital sold out of SonicShares Global Shipping ETF (BOAT) in Q1 2023, closing a stake of 178 shares — an estimated $4.95K sold.

Money Concepts Capital first reported a position in BOAT in Q4 2022 and held it in 1 quarter. The position peaked at $4.95K in Q4 2022. 15 funds tracked by Wall St. Rank hold BOAT as of Q1 2023.

  • Money Concepts Capital reported no remaining SonicShares Global Shipping ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 178 SonicShares Global Shipping ETF shares in Q1 2023, an estimated $4.95K.
  • Money Concepts Capital first reported a position in SonicShares Global Shipping ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's SonicShares Global Shipping ETF position peaked at $4.95K in Q4 2022.
  • 15 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.