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Kestra Advisory Services’s United Maritime USEA Stock Holding History

Kestra Advisory Services’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
Q3 		– Sell
-12,047
Closed -$17.7K – 3029
2025
Q2 		$17.7K Buy
12,047
+96
+0.8% +$125 ﹤0.01% 2803
2025
Q1 		$16.3K Buy
11,951
+494
+4% +$869 ﹤0.01% 2695
2024
Q4 		$19.8K Buy
11,457
+333
+3% +$718 ﹤0.01% 2637
2024
Q3 		$28.9K Buy
11,124
+311
+3% +$795 ﹤0.01% 2519
2024
Q2 		$28.1K Buy
10,813
+313
+3% +$809 ﹤0.01% 2576
2024
Q1 		$27.4K Buy
+10,500
New +$28K ﹤0.01% 2423
2023
Q4 		– Sell
-10,552
Closed -$25.3K – 2336
2023
Q3 		$25.3K Buy
10,552
+285
+3% +$720 ﹤0.01% 2079
2023
Q2 		$27.9K Buy
10,267
+267
+3% +$732 ﹤0.01% 2067
2023
Q1 		$28.7K Buy
+10,000
New +$31.2K ﹤0.01% 2015

Other funds holding USEA

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Advisory Services's USEA Position: Q3 2025 in Review

Kestra Advisory Services sold out of United Maritime (USEA) in Q3 2025, closing a stake of 12,047 shares — an estimated $17.7K sold.

Kestra Advisory Services first reported a position in USEA in Q1 2023 and held it in 9 quarters. The position peaked at $28.9K in Q3 2024. 13 funds tracked by Wall St. Rank hold USEA as of Q3 2025.

  • Kestra Advisory Services reported no remaining United Maritime position as of Q3 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 12,047 United Maritime shares in Q3 2025, an estimated $17.7K.
  • Kestra Advisory Services first reported a position in United Maritime in Q1 2023 and held it in 9 quarters.
  • Kestra Advisory Services's United Maritime position peaked at $28.9K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held United Maritime as of Q3 2025.

Based on Kestra Advisory Services's 13F filing for Q3 2025, filed 14 Nov 2025.