ATX Financial Planning
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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
Q3 		$212K Buy
+2,117
New +$212K 0.14% 78
2026
Q1 		– Sell
-2,977
Closed -$298K – 89
2025
Q4 		$298K Buy
+2,977
New +$298K 0.23% 76

Other funds holding OPER

Spartan Planning & Wealth Management
Spartan Planning & Wealth Management Greensboro, North Carolina $153M AUM 30.75% 1-Year Est. Return
Teramo Advisors
Teramo Advisors Naples, Florida $587M AUM 14.47% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
LFGO
Legacy Financial Group (Oklahoma) Tulsa, Oklahoma $444M AUM 14.45% 1-Year Est. Return

ATX Financial Planning's OPER Position: Q3 2026 in Review

ATX Financial Planning opened a new position in ClearShares Ultra-Short Maturity ETF (OPER) in Q3 2026: 2,117 shares worth $212K. The stake represents 0.14% of the portfolio and ranks #78 among its holdings. This is a return to the name: ATX Financial Planning previously reported a position in OPER as recently as Q4 2025.

ATX Financial Planning first reported a position in OPER in Q4 2025 and has held it in 2 quarters since. The position peaked at $298K in Q4 2025. 5 funds tracked by Wall St. Rank hold OPER as of Q3 2026.

  • ATX Financial Planning held 2,117 shares of ClearShares Ultra-Short Maturity ETF worth $212K as of Q3 2026.
  • ClearShares Ultra-Short Maturity ETF was a new ATX Financial Planning position in Q3 2026.
  • ClearShares Ultra-Short Maturity ETF made up 0.14% of ATX Financial Planning's portfolio in Q3 2026, its #78 holding.
  • ATX Financial Planning first reported a position in ClearShares Ultra-Short Maturity ETF in Q4 2025 and has held it in 2 quarters since.
  • ATX Financial Planning's ClearShares Ultra-Short Maturity ETF position peaked at $298K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q3 2026.

Based on ATX Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.