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AE Wealth Management’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

AE Wealth Management’s Portfolio OPER Stock Details OPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-37
Closed -$3.7K – 2743
2026
Q1 		$3.7K Sell
37
-9
-20% -$902 ﹤0.01% 2417
2025
Q4 		$4.6K Buy
+46
New +$4.61K ﹤0.01% 2243
2025
Q2 		– Sell
-2,621
Closed -$263K – 2235
2025
Q1 		$263K Buy
2,621
+2,134
+438% +$214K ﹤0.01% 1147
2024
Q4 		$48.7K Buy
+487
New +$48.8K ﹤0.01% 1564

Other funds holding OPER

AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $150M AUM 38.04% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $529M AUM 20.59% 1-Year Est. Return

AE Wealth Management's OPER Position: Q2 2026 in Review

AE Wealth Management sold out of ClearShares Ultra-Short Maturity ETF (OPER) in Q2 2026, closing a stake of 37 shares — an estimated $3.7K sold.

AE Wealth Management first reported a position in OPER in Q4 2024 and held it in 4 quarters. The position peaked at $263K in Q1 2025. 24 funds tracked by Wall St. Rank hold OPER as of Q2 2026.

  • AE Wealth Management reported no remaining ClearShares Ultra-Short Maturity ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 37 ClearShares Ultra-Short Maturity ETF shares in Q2 2026, an estimated $3.7K.
  • AE Wealth Management first reported a position in ClearShares Ultra-Short Maturity ETF in Q4 2024 and held it in 4 quarters.
  • AE Wealth Management's ClearShares Ultra-Short Maturity ETF position peaked at $263K in Q1 2025.
  • 24 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.