Nations Financial Group’s SonicShares Global Shipping ETF BOAT Stock Holding History

Nations Financial Group’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	$201K	Buy	+3,936	New	+$183K	0.01%	753

Other funds holding BOAT

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

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

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

Harbor Asset Planning Belmont, Massachusetts $133M AUM 16.92% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nations Financial Group's BOAT Position: Q3 2026 in Review

Nations Financial Group opened a new position in SonicShares Global Shipping ETF (BOAT) in Q3 2026: 3,936 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #753 among its holdings.

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

Nations Financial Group held 3,936 shares of SonicShares Global Shipping ETF worth $201K as of Q3 2026.
SonicShares Global Shipping ETF was a new Nations Financial Group position in Q3 2026.
SonicShares Global Shipping ETF made up 0.01% of Nations Financial Group's portfolio in Q3 2026, its #753 holding.
20 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.