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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s SonicShares Global Shipping ETF BOAT Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		– Sell
-1,100
Closed -$34.7K – 2480
2025
Q4 		$34.7K Buy
1,100
+412
+60% +$13.1K ﹤0.01% 1140
2025
Q3 		$21.4K Buy
688
+18
+3% +$561 ﹤0.01% 1235
2025
Q2 		$19K Buy
+670
New +$18.6K ﹤0.01% 1240

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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s BOAT Position: Q1 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of SonicShares Global Shipping ETF (BOAT) in Q1 2026, closing a stake of 1,100 shares — an estimated $34.7K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in BOAT in Q2 2025 and held it in 3 quarters. The position peaked at $34.7K in Q4 2025. 31 funds tracked by Wall St. Rank hold BOAT as of Q1 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining SonicShares Global Shipping ETF position as of Q1 2026 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 1,100 SonicShares Global Shipping ETF shares in Q1 2026, an estimated $34.7K.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in SonicShares Global Shipping ETF in Q2 2025 and held it in 3 quarters.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s SonicShares Global Shipping ETF position peaked at $34.7K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q1 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q1 2026, filed 30 Oct 2026.