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
Q2 		$6.75K Buy
178
+176
+8,800% +$7.26K ﹤0.01% 8816
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

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
WI
Westbourne Investments Alexandria, Virginia $245M AUM 55.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group's BOAT Position: Q2 2026 in Review

UBS Group increased its SonicShares Global Shipping ETF (BOAT) stake by 8,800% in Q2 2026, buying an estimated $7.26K and bringing the position to 178 shares worth $6.75K. The position accounts for ﹤0.01% of the portfolio, ranked #8816.

UBS Group first reported a position in BOAT in Q3 2021 and has held it in 18 quarters since. The position peaked at $81.4K in Q1 2025. 26 funds tracked by Wall St. Rank hold BOAT as of Q2 2026.

  • UBS Group held 178 shares of SonicShares Global Shipping ETF worth $6.75K as of Q2 2026.
  • UBS Group bought 176 SonicShares Global Shipping ETF shares in Q2 2026, an estimated $7.26K.
  • SonicShares Global Shipping ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8816 holding.
  • UBS Group first reported a position in SonicShares Global Shipping ETF in Q3 2021 and has held it in 18 quarters since.
  • UBS Group's SonicShares Global Shipping ETF position peaked at $81.4K in Q1 2025.
  • 26 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.