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Sound Income Strategies’s SonicShares Global Shipping ETF BOAT Stock Holding History

Sound Income Strategies’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
Q3 		– Sell
-100
Closed -$3.66K – 1419
2024
Q2 		$3.66K Buy
+100
New +$3.45K ﹤0.01% 1008

Other funds holding BOAT

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Jane Street
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Cambridge Investment Research Advisors
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VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sound Income Strategies's BOAT Position: Q3 2024 in Review

Sound Income Strategies sold out of SonicShares Global Shipping ETF (BOAT) in Q3 2024, closing a stake of 100 shares — an estimated $3.66K sold.

Sound Income Strategies first reported a position in BOAT in Q2 2024 and held it in 1 quarter. The position peaked at $3.66K in Q2 2024. 21 funds tracked by Wall St. Rank hold BOAT as of Q3 2024.

  • Sound Income Strategies reported no remaining SonicShares Global Shipping ETF position as of Q3 2024 after selling out during the quarter.
  • Sound Income Strategies sold 100 SonicShares Global Shipping ETF shares in Q3 2024, an estimated $3.66K.
  • Sound Income Strategies first reported a position in SonicShares Global Shipping ETF in Q2 2024 and held it in 1 quarter.
  • Sound Income Strategies's SonicShares Global Shipping ETF position peaked at $3.66K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q3 2024.

Based on Sound Income Strategies's 13F filing for Q3 2024, filed 10 Oct 2024.