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

Sweet 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
2024
Q3 		$329K Hold
9,275
– – 0.07% 157
2024
Q2 		$339K Hold
9,275
– – 0.08% 151
2024
Q1 		$278K Buy
+9,275
New +$289K 0.06% 172

Other funds holding BOAT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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 $79.5B AUM 27.1% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

Sweet Financial Partners's BOAT Position: Q3 2024 in Review

Sweet Financial Partners held its SonicShares Global Shipping ETF (BOAT) position steady in Q3 2024 at 9,275 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #157.

Sweet Financial Partners first reported a position in BOAT in Q1 2024 and has held it in 3 quarters since. The position peaked at $339K in Q2 2024. 21 funds tracked by Wall St. Rank hold BOAT as of Q3 2024.

  • Sweet Financial Partners held 9,275 shares of SonicShares Global Shipping ETF worth $329K as of Q3 2024.
  • Sweet Financial Partners left its SonicShares Global Shipping ETF share count unchanged in Q3 2024.
  • SonicShares Global Shipping ETF made up 0.07% of Sweet Financial Partners's portfolio in Q3 2024, its #157 holding.
  • Sweet Financial Partners first reported a position in SonicShares Global Shipping ETF in Q1 2024 and has held it in 3 quarters since.
  • Sweet Financial Partners's SonicShares Global Shipping ETF position peaked at $339K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.