Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-7,093
Closed -$710K – 1723
2024
Q4 		$710K Buy
7,093
+5,078
+252% +$509K ﹤0.01% 1074
2024
Q3 		$202K Sell
2,015
-6,148
-75% -$617K ﹤0.01% 1652
2024
Q2 		$817K Sell
8,163
-1,707
-17% -$171K ﹤0.01% 931
2024
Q1 		$988K Buy
+9,870
New +$990K ﹤0.01% 843
2023
Q4 		– Sell
-13,901
Closed -$1.39M – 1585
2023
Q3 		$1.39M Buy
+13,901
New +$1.4M 0.01% 658

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
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $474M AUM 16.54% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $135M AUM 32.3% 1-Year Est. Return

Envestnet Portfolio Solutions's OPER Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of ClearShares Ultra-Short Maturity ETF (OPER) in Q1 2025, closing a stake of 7,093 shares — an estimated $710K sold.

Envestnet Portfolio Solutions first reported a position in OPER in Q3 2023 and held it in 5 quarters. The position peaked at $1.39M in Q3 2023. 23 funds tracked by Wall St. Rank hold OPER as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining ClearShares Ultra-Short Maturity ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 7,093 ClearShares Ultra-Short Maturity ETF shares in Q1 2025, an estimated $710K.
  • Envestnet Portfolio Solutions first reported a position in ClearShares Ultra-Short Maturity ETF in Q3 2023 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's ClearShares Ultra-Short Maturity ETF position peaked at $1.39M in Q3 2023.
  • 23 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.