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Benjamin Edwards Inc’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

Benjamin Edwards Inc’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
Q4 		– Sell
-2,364
Closed -$236K – 1358
2025
Q3 		$236K Sell
2,364
-1,558
-40% -$156K ﹤0.01% 1195
2025
Q2 		$393K Sell
3,922
-2,811
-42% -$282K 0.01% 920
2025
Q1 		$675K Sell
6,733
-8,904
-57% -$893K 0.01% 704
2024
Q4 		$1.56M Sell
15,637
-1,087
-6% -$109K 0.02% 487
2024
Q3 		$1.67M Buy
+16,724
New +$1.68M 0.02% 467

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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

Benjamin Edwards Inc's OPER Position: Q4 2025 in Review

Benjamin Edwards Inc sold out of ClearShares Ultra-Short Maturity ETF (OPER) in Q4 2025, closing a stake of 2,364 shares — an estimated $236K sold.

Benjamin Edwards Inc first reported a position in OPER in Q3 2024 and held it in 5 quarters. The position peaked at $1.67M in Q3 2024. 22 funds tracked by Wall St. Rank hold OPER as of Q4 2025.

  • Benjamin Edwards Inc reported no remaining ClearShares Ultra-Short Maturity ETF position as of Q4 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 2,364 ClearShares Ultra-Short Maturity ETF shares in Q4 2025, an estimated $236K.
  • Benjamin Edwards Inc first reported a position in ClearShares Ultra-Short Maturity ETF in Q3 2024 and held it in 5 quarters.
  • Benjamin Edwards Inc's ClearShares Ultra-Short Maturity ETF position peaked at $1.67M in Q3 2024.
  • 22 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q4 2025.

Based on Benjamin Edwards Inc's 13F filing for Q4 2025, filed 2 Feb 2026.