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Mount Yale Investment Advisors’s United Maritime USEA Stock Holding History

Mount Yale Investment Advisors’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
Q4 		– Sell
-34,250
Closed -$56.2K – 799
2025
Q3 		$56.2K Buy
+34,250
New +$55.4K ﹤0.01% 664

Other funds holding USEA

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mount Yale Investment Advisors's USEA Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of United Maritime (USEA) in Q4 2025, closing a stake of 34,250 shares — an estimated $56.2K sold.

Mount Yale Investment Advisors first reported a position in USEA in Q3 2025 and held it in 1 quarter. The position peaked at $56.2K in Q3 2025. 13 funds tracked by Wall St. Rank hold USEA as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining United Maritime position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 34,250 United Maritime shares in Q4 2025, an estimated $56.2K.
  • Mount Yale Investment Advisors first reported a position in United Maritime in Q3 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's United Maritime position peaked at $56.2K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held United Maritime as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.