BOAT — SONICSHARES GLOBAL SHIPPING ETF

Ownership history in EverSource Wealth Advisors, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in SONICSHARES GLOBAL SHIPPING ETF (BOAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 489 -95 -16.3% 0.00% $15K $31.56
2025 Q3 UNCHANGED 584 — 0% 0.00% $18K $30.24
2025 Q2 UNCHANGED 584 — 0% 0.00% $17K $27.25
2025 Q1 UNCHANGED 584 — 0% 0.00% $15K $24.57
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BOAT price (monthly, adj. close)

Other funds also holding BOAT

As of 2025 Q4 — sorted by position size

CITIZENS FINANCIAL GROUP INC/RI 3Y 7Y 0.02% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% HARBOUR INVESTMENTS, INC. 3Y 0.0% Clearstead Advisors, LLC 3Y 7Y 0.0% CWM, LLC 3Y 7Y 0.0% JPMORGAN CHASE & CO 3Y 7Y 0.0% NATIONAL BANK OF CANADA /FI/ 3Y 0.0%
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