AFP
OPER icon

ATX Financial Planning’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

ATX Financial Planning’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 		– Sell
-2,977
Closed -$298K – 89
2025
Q4 		$298K Buy
+2,977
New +$298K 0.23% 76

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 $6.15B AUM 22.62% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $135M AUM 32.3% 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 $474M AUM 16.54% 1-Year Est. Return

ATX Financial Planning's OPER Position: Q1 2026 in Review

ATX Financial Planning sold out of ClearShares Ultra-Short Maturity ETF (OPER) in Q1 2026, closing a stake of 2,977 shares — an estimated $298K sold.

ATX Financial Planning first reported a position in OPER in Q4 2025 and held it in 1 quarter. The position peaked at $298K in Q4 2025. 23 funds tracked by Wall St. Rank hold OPER as of Q1 2026.

  • ATX Financial Planning reported no remaining ClearShares Ultra-Short Maturity ETF position as of Q1 2026 after selling out during the quarter.
  • ATX Financial Planning sold 2,977 ClearShares Ultra-Short Maturity ETF shares in Q1 2026, an estimated $298K.
  • ATX Financial Planning first reported a position in ClearShares Ultra-Short Maturity ETF in Q4 2025 and held it in 1 quarter.
  • ATX Financial Planning's ClearShares Ultra-Short Maturity ETF position peaked at $298K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q1 2026.

Based on ATX Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.