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Atria Wealth Solutions’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-5,305
Closed -$531K – 2027
2024
Q4 		$531K Buy
+5,305
New +$532K 0.01% 1250
2024
Q3 		– Sell
-5,845
Closed -$585K – 2019
2024
Q2 		$585K Sell
5,845
-1,448
-20% -$145K 0.01% 1160
2024
Q1 		$730K Buy
+7,293
New +$731K 0.01% 1056
2023
Q4 		– Sell
-10,823
Closed -$1.08M – 2000
2023
Q3 		$1.08M Buy
10,823
+521
+5% +$52.3K 0.02% 773
2023
Q2 		$1.03M Sell
10,302
-197
-2% -$19.8K 0.01% 824
2023
Q1 		$1.05M Sell
10,499
-576
-5% -$57.8K 0.02% 779
2022
Q4 		$1.11M Buy
11,075
+553
+5% +$55.5K 0.02% 701
2022
Q3 		$1.05M Buy
10,522
+2,173
+26% +$218K 0.02% 697
2022
Q2 		$836K Sell
8,349
-6,031
-42% -$604K 0.02% 769
2022
Q1 		$1.44M Buy
+14,380
New +$1.44M 0.02% 589

Other funds holding OPER

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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $474M AUM 16.54% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $135M AUM 32.3% 1-Year Est. Return

Atria Wealth Solutions's OPER Position: Q1 2025 in Review

Atria Wealth Solutions sold out of ClearShares Ultra-Short Maturity ETF (OPER) in Q1 2025, closing a stake of 5,305 shares — an estimated $531K sold.

Atria Wealth Solutions first reported a position in OPER in Q1 2022 and held it in 10 quarters. The position peaked at $1.44M in Q1 2022. 23 funds tracked by Wall St. Rank hold OPER as of Q1 2025.

  • Atria Wealth Solutions reported no remaining ClearShares Ultra-Short Maturity ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,305 ClearShares Ultra-Short Maturity ETF shares in Q1 2025, an estimated $531K.
  • Atria Wealth Solutions first reported a position in ClearShares Ultra-Short Maturity ETF in Q1 2022 and held it in 10 quarters.
  • Atria Wealth Solutions's ClearShares Ultra-Short Maturity ETF position peaked at $1.44M in Q1 2022.
  • 23 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.