BEI
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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 $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
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $370M AUM 16.54% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $247M AUM 16.55% 1-Year Est. Return