UBS Group
BOAT icon

UBS Group’s SonicShares Global Shipping ETF BOAT Stock Holding History

UBS Group’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
Q1 		$81 Sell
2
-128
-98% -$4.81K ﹤0.01% 10146
2025
Q4 		$4.1K Sell
130
-191
-60% -$6.06K ﹤0.01% 8889
2025
Q3 		$9.97K Sell
321
-460
-59% -$14.3K ﹤0.01% 8568
2025
Q2 		$22.2K Sell
781
-2,311
-75% -$64K ﹤0.01% 8363
2025
Q1 		$81.4K Buy
3,092
+2,044
+195% +$56.5K ﹤0.01% 7203
2024
Q4 		$29.3K Sell
1,048
-300
-22% -$9.56K ﹤0.01% 7621
2024
Q3 		$47.9K Buy
1,348
+1,298
+2,596% +$43.8K ﹤0.01% 6842
2024
Q2 		$1.83K Sell
50
-1,914
-97% -$66K ﹤0.01% 8480
2024
Q1 		$58.9K Sell
1,964
-734
-27% -$22.8K ﹤0.01% 6436
2023
Q4 		$80.7K Buy
+2,698
New +$76.3K ﹤0.01% 6296
2023
Q2 		– Sell
-1,513
Closed -$46K – 8953
2023
Q1 		$46K Buy
1,513
+614
+68% +$18.2K ﹤0.01% 6514
2022
Q4 		$25K Sell
899
-328
-27% -$8.93K ﹤0.01% 7422
2022
Q3 		$29K Buy
1,227
+1,164
+1,848% +$34.4K ﹤0.01% 6911
2022
Q2 		$2K Sell
63
-1,406
-96% -$46.5K ﹤0.01% 9510
2022
Q1 		$51K Buy
1,469
+1,298
+759% +$42.1K ﹤0.01% 6472
2021
Q4 		$5K Sell
171
-1,102
-87% -$30.4K ﹤0.01% 9375
2021
Q3 		$36K Buy
+1,273
New +$35.8K ﹤0.01% 6588

Other funds holding BOAT

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
WI
Westbourne Investments Arlington, Virginia $210M AUM 40.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

UBS Group's BOAT Position: Q1 2026 in Review

UBS Group reduced its SonicShares Global Shipping ETF (BOAT) stake by 98% in Q1 2026, selling an estimated $4.81K and leaving 2 shares worth $81. The position accounts for ﹤0.01% of the portfolio, ranked #10146.

UBS Group first reported a position in BOAT in Q3 2021 and has held it in 17 quarters since. The position peaked at $81.4K in Q1 2025. 31 funds tracked by Wall St. Rank hold BOAT as of Q1 2026.

  • UBS Group held 2 shares of SonicShares Global Shipping ETF worth $81 as of Q1 2026.
  • UBS Group sold 128 SonicShares Global Shipping ETF shares in Q1 2026, an estimated $4.81K.
  • SonicShares Global Shipping ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #10146 holding.
  • UBS Group first reported a position in SonicShares Global Shipping ETF in Q3 2021 and has held it in 17 quarters since.
  • UBS Group's SonicShares Global Shipping ETF position peaked at $81.4K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.