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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
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

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
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
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Westbourne Investments's BOAT Position: Q1 2026 in Review

Westbourne Investments reduced its SonicShares Global Shipping ETF (BOAT) stake by 1.7% in Q1 2026, selling an estimated $10.9K and leaving 17,086 shares worth $693K. The position accounts for 0.33% of the portfolio, ranked #74.

Westbourne Investments first reported a position in BOAT in Q3 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold BOAT as of Q1 2026.

  • Westbourne Investments held 17,086 shares of SonicShares Global Shipping ETF worth $693K as of Q1 2026.
  • Westbourne Investments sold 290 SonicShares Global Shipping ETF shares in Q1 2026, an estimated $10.9K.
  • SonicShares Global Shipping ETF made up 0.33% of Westbourne Investments's portfolio in Q1 2026, its #74 holding.
  • Westbourne Investments first reported a position in SonicShares Global Shipping ETF in Q3 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.