Avior Wealth Management’s United Maritime USEA Stock Holding History

Avior Wealth Management’s Portfolio USEA Stock Details USEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4	Closed	-$6	–	2249
2024 Q4	$6	Hold	4	–	–	﹤0.01%	2452
2024 Q3	$10	Hold	4	–	–	﹤0.01%	2301
2024 Q2	$10	Buy	+4	New	+$10	﹤0.01%	2251

Other funds holding USEA

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Avior Wealth Management's USEA Position: Q1 2025 in Review

Avior Wealth Management sold out of United Maritime (USEA) in Q1 2025, closing a stake of 4 shares — an estimated $6 sold.

Avior Wealth Management first reported a position in USEA in Q2 2024 and held it in 3 quarters. The position peaked at $10 in Q3 2024. 12 funds tracked by Wall St. Rank hold USEA as of Q1 2025.

Avior Wealth Management reported no remaining United Maritime position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 4 United Maritime shares in Q1 2025, an estimated $6.
Avior Wealth Management first reported a position in United Maritime in Q2 2024 and held it in 3 quarters.
Avior Wealth Management's United Maritime position peaked at $10 in Q3 2024.
12 funds tracked by Wall St. Rank held United Maritime as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.