Mutual Advisors’s SonicShares Global Shipping ETF BOAT Stock Holding History

Mutual Advisors’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 Q3	$206K	Buy	+4,040	New	+$188K	﹤0.01%	1345

Other funds holding BOAT

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Westbourne Investments Alexandria, Virginia $239M AUM 38.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BlackDiamond Wealth Management New York $258M AUM 22.71% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Mutual Advisors's BOAT Position: Q3 2026 in Review

Mutual Advisors opened a new position in SonicShares Global Shipping ETF (BOAT) in Q3 2026: 4,040 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1345 among its holdings.

34 funds tracked by Wall St. Rank hold BOAT as of Q3 2026.

Mutual Advisors held 4,040 shares of SonicShares Global Shipping ETF worth $206K as of Q3 2026.
SonicShares Global Shipping ETF was a new Mutual Advisors position in Q3 2026.
SonicShares Global Shipping ETF made up ﹤0.01% of Mutual Advisors's portfolio in Q3 2026, its #1345 holding.
34 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.