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Blueprint Financial Advisors’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

Blueprint Financial Advisors’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 		$15.1M Buy
+151,141
New +$15.1M 2.24% 9
2025
Q2 		– Sell
-12,928
Closed -$1.3M – 59
2025
Q1 		$1.3M Buy
+12,928
New +$1.3M 0.7% 20

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blueprint Financial Advisors's OPER Position: Q1 2026 in Review

Blueprint Financial Advisors opened a new position in ClearShares Ultra-Short Maturity ETF (OPER) in Q1 2026: 151,141 shares worth $15.1M. The stake represents 2.24% of the portfolio and ranks #9 among its holdings. This is a return to the name: Blueprint Financial Advisors previously reported a position in OPER as recently as Q1 2025.

Blueprint Financial Advisors first reported a position in OPER in Q1 2025 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold OPER as of Q1 2026.

  • Blueprint Financial Advisors held 151,141 shares of ClearShares Ultra-Short Maturity ETF worth $15.1M as of Q1 2026.
  • ClearShares Ultra-Short Maturity ETF was a new Blueprint Financial Advisors position in Q1 2026.
  • ClearShares Ultra-Short Maturity ETF made up 2.24% of Blueprint Financial Advisors's portfolio in Q1 2026, its #9 holding.
  • Blueprint Financial Advisors first reported a position in ClearShares Ultra-Short Maturity ETF in Q1 2025 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.