AmeriFlex Group’s ClearShares OCIO ETF OCIO Stock Holding History

AmeriFlex Group’s Portfolio OCIO Stock Details OCIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.74K	Buy	+38	New	+$1.43K	﹤0.01%	984

Other funds holding OCIO

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

Blueprint Financial Advisors Greensboto, North Carolina $936M AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Colonial Trust Spartanburg, South Carolina $786M AUM 21.98% 1-Year Est. Return

AmeriFlex Group's OCIO Position: Q3 2026 in Review

AmeriFlex Group opened a new position in ClearShares OCIO ETF (OCIO) in Q3 2026: 38 shares worth $5.74K. The stake represents ﹤0.01% of the portfolio and ranks #984 among its holdings.

8 funds tracked by Wall St. Rank hold OCIO as of Q3 2026.

AmeriFlex Group held 38 shares of ClearShares OCIO ETF worth $5.74K as of Q3 2026.
ClearShares OCIO ETF was a new AmeriFlex Group position in Q3 2026.
ClearShares OCIO ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q3 2026, its #984 holding.
8 funds tracked by Wall St. Rank held ClearShares OCIO ETF as of Q3 2026.

Based on AmeriFlex Group's 13F filing for Q3 2026, filed 13 Nov 2026.