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Spire Wealth Management’s SonicShares Global Shipping ETF BOAT Stock Holding History

Spire Wealth Management’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
-250
Closed -$8.88K – 2449
2024
Q3 		$8.88K Hold
250
– – ﹤0.01% 1666
2024
Q2 		$9.14K Buy
+250
New +$8.62K ﹤0.01% 1660

Other funds holding BOAT

Susquehanna International Group
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Cetera Investment Advisers
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Jane Street
Jane Street New York $777B 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 $666B 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 $112B AUM 31.26% 1-Year Est. Return

Spire Wealth Management's BOAT Position: Q4 2024 in Review

Spire Wealth Management sold out of SonicShares Global Shipping ETF (BOAT) in Q4 2024, closing a stake of 250 shares — an estimated $8.88K sold.

Spire Wealth Management first reported a position in BOAT in Q2 2024 and held it in 2 quarters. The position peaked at $9.14K in Q2 2024. 16 funds tracked by Wall St. Rank hold BOAT as of Q4 2024.

  • Spire Wealth Management reported no remaining SonicShares Global Shipping ETF position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 250 SonicShares Global Shipping ETF shares in Q4 2024, an estimated $8.88K.
  • Spire Wealth Management first reported a position in SonicShares Global Shipping ETF in Q2 2024 and held it in 2 quarters.
  • Spire Wealth Management's SonicShares Global Shipping ETF position peaked at $9.14K in Q2 2024.
  • 16 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.