Bank of Montreal
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Bank of Montreal’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

Bank of Montreal’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
2024
Q4 		– Sell
-34,400
Closed -$3.46M – 3835
2024
Q3 		$3.46M Buy
+34,400
New +$3.45M ﹤0.01% 1472

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 $424B AUM 22.96% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 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
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $529M AUM 20.59% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Bank of Montreal's OPER Position: Q4 2024 in Review

Bank of Montreal sold out of ClearShares Ultra-Short Maturity ETF (OPER) in Q4 2024, closing a stake of 34,400 shares — an estimated $3.46M sold.

Bank of Montreal first reported a position in OPER in Q3 2024 and held it in 1 quarter. The position peaked at $3.46M in Q3 2024. 26 funds tracked by Wall St. Rank hold OPER as of Q4 2024.

  • Bank of Montreal reported no remaining ClearShares Ultra-Short Maturity ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 34,400 ClearShares Ultra-Short Maturity ETF shares in Q4 2024, an estimated $3.46M.
  • Bank of Montreal first reported a position in ClearShares Ultra-Short Maturity ETF in Q3 2024 and held it in 1 quarter.
  • Bank of Montreal's ClearShares Ultra-Short Maturity ETF position peaked at $3.46M in Q3 2024.
  • 26 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.