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Colonial Trust’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

Colonial Trust’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 		$47.3K Buy
+473
New +$47.4K 0.01% 540
2025
Q2 		– Sell
-258
Closed -$25.8K – 1130
2025
Q1 		$25.8K Sell
258
-876
-77% -$87.8K ﹤0.01% 648
2024
Q4 		$114K Buy
1,134
+806
+246% +$80.8K 0.02% 426
2024
Q3 		$32.8K Sell
328
-571
-64% -$57.3K 0.01% 625
2024
Q2 		$90K Sell
899
-248
-22% -$24.9K 0.02% 421
2024
Q1 		$115K Buy
+1,147
New +$115K 0.02% 374
2023
Q4 		– Sell
-1,500
Closed -$150K – 995
2023
Q3 		$151K Buy
1,500
+483
+47% +$48.5K 0.04% 279
2023
Q2 		$102K Sell
1,017
-304
-23% -$30.5K 0.02% 344
2023
Q1 		$132K Hold
1,321
– – 0.03% 291
2022
Q4 		$132K Buy
+1,321
New +$132K 0.04% 269

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
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 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

Colonial Trust's OPER Position: Q1 2026 in Review

Colonial Trust opened a new position in ClearShares Ultra-Short Maturity ETF (OPER) in Q1 2026: 473 shares worth $47.3K. The stake represents 0.01% of the portfolio and ranks #540 among its holdings. This is a return to the name: Colonial Trust previously reported a position in OPER as recently as Q1 2025.

Colonial Trust first reported a position in OPER in Q4 2022 and has held it in 10 quarters since. The position peaked at $151K in Q3 2023. 23 funds tracked by Wall St. Rank hold OPER as of Q1 2026.

  • Colonial Trust held 473 shares of ClearShares Ultra-Short Maturity ETF worth $47.3K as of Q1 2026.
  • ClearShares Ultra-Short Maturity ETF was a new Colonial Trust position in Q1 2026.
  • ClearShares Ultra-Short Maturity ETF made up 0.01% of Colonial Trust's portfolio in Q1 2026, its #540 holding.
  • Colonial Trust first reported a position in ClearShares Ultra-Short Maturity ETF in Q4 2022 and has held it in 10 quarters since.
  • Colonial Trust's ClearShares Ultra-Short Maturity ETF position peaked at $151K in Q3 2023.
  • 23 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.