Root Financial Partners
BOAT icon

Root Financial Partners’s SonicShares Global Shipping ETF BOAT Stock Holding History

Root Financial Partners’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 		$5.11K Buy
+100
New +$4.65K ﹤0.01% 2223

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Root Financial Partners's BOAT Position: Q3 2026 in Review

Root Financial Partners opened a new position in SonicShares Global Shipping ETF (BOAT) in Q3 2026: 100 shares worth $5.11K. The stake represents ﹤0.01% of the portfolio and ranks #2223 among its holdings.

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

  • Root Financial Partners held 100 shares of SonicShares Global Shipping ETF worth $5.11K as of Q3 2026.
  • SonicShares Global Shipping ETF was a new Root Financial Partners position in Q3 2026.
  • SonicShares Global Shipping ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2223 holding.
  • 8 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.