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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
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

BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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 $1.37B AUM 20.67% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $529M AUM 20.59% 1-Year Est. Return

AE Wealth Management's OPER Position: Q1 2026 in Review

AE Wealth Management reduced its ClearShares Ultra-Short Maturity ETF (OPER) stake by 20% in Q1 2026, selling an estimated $902 and leaving 37 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2417.

AE Wealth Management first reported a position in OPER in Q4 2024 and has held it in 4 quarters since. The position peaked at $263K in Q1 2025. 23 funds tracked by Wall St. Rank hold OPER as of Q1 2026.

  • AE Wealth Management held 37 shares of ClearShares Ultra-Short Maturity ETF worth $3.7K as of Q1 2026.
  • AE Wealth Management sold 9 ClearShares Ultra-Short Maturity ETF shares in Q1 2026, an estimated $902.
  • ClearShares Ultra-Short Maturity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2417 holding.
  • AE Wealth Management first reported a position in ClearShares Ultra-Short Maturity ETF in Q4 2024 and has held it in 4 quarters since.
  • AE Wealth Management's ClearShares Ultra-Short Maturity ETF position peaked at $263K in Q1 2025.
  • 23 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.