WWM
BOAT icon

WT Wealth Management’s SonicShares Global Shipping ETF BOAT Stock Holding History

WT Wealth Management’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
2024
Q4 		– Sell
-6,126
Closed -$205K – 136
2024
Q3 		$205K Buy
+6,126
New +$207K 0.07% 123

Other funds holding BOAT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

WT Wealth Management's BOAT Position: Q4 2024 in Review

WT Wealth Management sold out of SonicShares Global Shipping ETF (BOAT) in Q4 2024, closing a stake of 6,126 shares — an estimated $205K sold.

WT Wealth Management first reported a position in BOAT in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 16 funds tracked by Wall St. Rank hold BOAT as of Q4 2024.

  • WT Wealth Management reported no remaining SonicShares Global Shipping ETF position as of Q4 2024 after selling out during the quarter.
  • WT Wealth Management sold 6,126 SonicShares Global Shipping ETF shares in Q4 2024, an estimated $205K.
  • WT Wealth Management first reported a position in SonicShares Global Shipping ETF in Q3 2024 and held it in 1 quarter.
  • WT Wealth Management's SonicShares Global Shipping ETF position peaked at $205K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q4 2024.

Based on WT Wealth Management's 13F filing for Q4 2024, filed 5 Feb 2025.