BOAT β€” SONICSHARES GLOBAL SHIPPING ETF

Ownership history in EverSource Wealth Advisors, LLC  Β·  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 β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

EverSource Wealth Advisors, LLC Γ— BOAT AI Analytics

πŸ“‰ EverSource Wealth Advisors, LLC underperformed the S&P 500 by –9.9% annually on this BOAT position. Maximum drawdown during holding period: –18.2%.

πŸ“ˆ Position Alpha vs SPY
-9.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 9.9% ann.
5 quarters analyzed

πŸ›‘οΈ Drawdown Resilience
–18.2%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
33%
buy-side decisions

1 add Β· 2 trims. Bought during 0 of 2 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BOAT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
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 β€” 0% 0.00% $18K $30.24
2025 Q2 UNCHANGED 584 β€” 0% 0.00% $17K $27.25
2025 Q1 UNCHANGED 584 β€” 0% 0.00% $15K $24.57
2024 Q4 REDUCED 584 -199 -25.4% 0.00% $16K $25.71
2024 Q3 UNCHANGED 783 β€” 0% 0.00% $28K $30.05
2024 Q2 INITIATED 783 β€” β€” 0.00% $27K β€”

🏒 Other funds also holding BOAT

As of 2025 Q4 β€” 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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