VisionPoint Advisory Group’s SonicShares Global Shipping ETF BOAT Stock Holding History

VisionPoint Advisory 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	$227K	Buy	5,978 +69	+1%	+$2.85K	0.04%	431
2026 Q1	$240K	Buy	+5,909	New	+$222K	0.05%	385

Other funds holding BOAT

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

VisionPoint Advisory Group's BOAT Position: Q2 2026 in Review

VisionPoint Advisory Group increased its SonicShares Global Shipping ETF (BOAT) stake by 1.2% in Q2 2026, buying an estimated $2.85K and bringing the position to 5,978 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #431.

VisionPoint Advisory Group first reported a position in BOAT in Q1 2026 and has held it in 2 quarters since. The position peaked at $240K in Q1 2026. 3 funds tracked by Wall St. Rank hold BOAT as of Q2 2026.

VisionPoint Advisory Group held 5,978 shares of SonicShares Global Shipping ETF worth $227K as of Q2 2026.
VisionPoint Advisory Group bought 69 SonicShares Global Shipping ETF shares in Q2 2026, an estimated $2.85K.
SonicShares Global Shipping ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #431 holding.
VisionPoint Advisory Group first reported a position in SonicShares Global Shipping ETF in Q1 2026 and has held it in 2 quarters since.
VisionPoint Advisory Group's SonicShares Global Shipping ETF position peaked at $240K in Q1 2026.
3 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.