Mariner’s United Maritime USEA Stock Holding History

Mariner’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 Q2	–	Sell	-10,001	Closed	-$13.6K	–	3700
2025 Q1	$13.6K	Sell	10,001 -1	-0%	-$2	﹤0.01%	3401
2024 Q4	$17.3K	Buy	+10,002	New	+$21.6K	﹤0.01%	3353

Other funds holding USEA

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

FDCDDQ

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mariner's USEA Position: Q2 2025 in Review

Mariner sold out of United Maritime (USEA) in Q2 2025, closing a stake of 10,001 shares — an estimated $13.6K sold.

Mariner first reported a position in USEA in Q4 2024 and held it in 2 quarters. The position peaked at $17.3K in Q4 2024. 11 funds tracked by Wall St. Rank hold USEA as of Q2 2025.

Mariner reported no remaining United Maritime position as of Q2 2025 after selling out during the quarter.
Mariner sold 10,001 United Maritime shares in Q2 2025, an estimated $13.6K.
Mariner first reported a position in United Maritime in Q4 2024 and held it in 2 quarters.
Mariner's United Maritime position peaked at $17.3K in Q4 2024.
11 funds tracked by Wall St. Rank held United Maritime as of Q2 2025.

Based on Mariner's 13F filing for Q2 2025, filed 14 Aug 2025.