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Coppell Advisory Solutions’s United Maritime USEA Stock Holding History

Coppell Advisory Solutions’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
-180
Closed -$333 – 1788
2024
Q4 		$333 Hold
180
– – ﹤0.01% 1795
2024
Q3 		$461 Hold
180
– – ﹤0.01% 1665
2024
Q2 		$468 Buy
+180
New +$466 ﹤0.01% 1595

Other funds holding USEA

Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Coppell Advisory Solutions's USEA Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of United Maritime (USEA) in Q1 2025, closing a stake of 180 shares — an estimated $333 sold.

Coppell Advisory Solutions first reported a position in USEA in Q2 2024 and held it in 3 quarters. The position peaked at $468 in Q2 2024. 12 funds tracked by Wall St. Rank hold USEA as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining United Maritime position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 180 United Maritime shares in Q1 2025, an estimated $333.
  • Coppell Advisory Solutions first reported a position in United Maritime in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's United Maritime position peaked at $468 in Q2 2024.
  • 12 funds tracked by Wall St. Rank held United Maritime as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.