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Retirement Group’s SonicShares Global Shipping ETF BOAT Stock Holding History

Retirement 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
2024
Q1 		$7.5K Hold
250
– – ﹤0.01% 514
2023
Q4 		$7.48K Buy
+250
New +$7.07K ﹤0.01% 483

Other funds holding BOAT

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
FLC
Fifth Lane Capital Austin, Texas $82.3M AUM 26.09% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Group's BOAT Position: Q1 2024 in Review

Retirement Group held its SonicShares Global Shipping ETF (BOAT) position steady in Q1 2024 at 250 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Retirement Group first reported a position in BOAT in Q4 2023 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold BOAT as of Q1 2024.

  • Retirement Group held 250 shares of SonicShares Global Shipping ETF worth $7.5K as of Q1 2024.
  • Retirement Group left its SonicShares Global Shipping ETF share count unchanged in Q1 2024.
  • SonicShares Global Shipping ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #514 holding.
  • Retirement Group first reported a position in SonicShares Global Shipping ETF in Q4 2023 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.