VisionPoint Advisory Group
BOAT icon

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
Q3 		$308K Buy
6,018
+40
+0.7% +$1.86K 0.05% 343
2026
Q2 		$227K Buy
5,978
+69
+1% +$2.84K 0.04% 431
2026
Q1 		$240K Buy
+5,909
New +$222K 0.05% 385

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Farther Finance Advisors
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IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Farmers & Merchants Trust Co of Chambersburg PA
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

VisionPoint Advisory Group's BOAT Position: Q3 2026 in Review

VisionPoint Advisory Group increased its SonicShares Global Shipping ETF (BOAT) stake by 0.67% in Q3 2026, buying an estimated $1.86K and bringing the position to 6,018 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #343.

VisionPoint Advisory Group first reported a position in BOAT in Q1 2026 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold BOAT as of Q3 2026.

  • VisionPoint Advisory Group held 6,018 shares of SonicShares Global Shipping ETF worth $308K as of Q3 2026.
  • VisionPoint Advisory Group bought 40 SonicShares Global Shipping ETF shares in Q3 2026, an estimated $1.86K.
  • SonicShares Global Shipping ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q3 2026, its #343 holding.
  • VisionPoint Advisory Group first reported a position in SonicShares Global Shipping ETF in Q1 2026 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.