NA
BOAT icon

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

NewEdge 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
2024
Q4 		– Sell
-10,288
Closed -$365K – 3913
2024
Q3 		$365K Sell
10,288
-4,129
-29% -$139K ﹤0.01% 1665
2024
Q2 		$527K Buy
+14,417
New +$497K ﹤0.01% 1391

Other funds holding BOAT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return