Westbourne Investments’s SonicShares Global Shipping ETF BOAT Stock Holding History

Westbourne Investments’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	$648K	Hold	17,086	–	–	0.26%	76
2026 Q1	$693K	Sell	17,086 -290	-2%	-$10.9K	0.33%	74
2025 Q4	$548K	Sell	17,376 -1,189	-6%	-$37.7K	0.26%	80
2025 Q3	$596K	Buy	+18,565	New	+$579K	0.28%	71

Other funds holding BOAT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westbourne Investments's BOAT Position: Q2 2026 in Review

Westbourne Investments held its SonicShares Global Shipping ETF (BOAT) position steady in Q2 2026 at 17,086 shares worth $648K. The position accounts for 0.26% of the portfolio, ranked #76.

Westbourne Investments first reported a position in BOAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $693K in Q1 2026. 26 funds tracked by Wall St. Rank hold BOAT as of Q2 2026.

Westbourne Investments held 17,086 shares of SonicShares Global Shipping ETF worth $648K as of Q2 2026.
Westbourne Investments left its SonicShares Global Shipping ETF share count unchanged in Q2 2026.
SonicShares Global Shipping ETF made up 0.26% of Westbourne Investments's portfolio in Q2 2026, its #76 holding.
Westbourne Investments first reported a position in SonicShares Global Shipping ETF in Q3 2025 and has held it in 4 quarters since.
Westbourne Investments's SonicShares Global Shipping ETF position peaked at $693K in Q1 2026.
26 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.