Rossby Financial’s SonicShares Global Shipping ETF BOAT Stock Holding History

Rossby Financial’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	$167K	Buy	+3,277	New	+$152K	0.02%	549

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

Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 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

Rossby Financial's BOAT Position: Q3 2026 in Review

Rossby Financial opened a new position in SonicShares Global Shipping ETF (BOAT) in Q3 2026: 3,277 shares worth $167K. The stake represents 0.02% of the portfolio and ranks #549 among its holdings.

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

Rossby Financial held 3,277 shares of SonicShares Global Shipping ETF worth $167K as of Q3 2026.
SonicShares Global Shipping ETF was a new Rossby Financial position in Q3 2026.
SonicShares Global Shipping ETF made up 0.02% of Rossby Financial's portfolio in Q3 2026, its #549 holding.
20 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q3 2026.

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