IWP
OPER icon

Insight Wealth Partners’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

Insight Wealth Partners’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 		$999K Hold
9,986
– – 0.14% 53
2025
Q4 		$999K Sell
9,986
-767
-7% -$76.8K 0.14% 51
2025
Q3 		$1.08M Sell
10,753
-100
-0.9% -$10K 0.33% 43
2025
Q2 		$1.09M Buy
10,853
+399
+4% +$40K 0.42% 39
2025
Q1 		$1.05M Buy
10,454
+3,609
+53% +$362K 0.17% 40
2024
Q4 		$685K Sell
6,845
-139
-2% -$13.9K 0.09% 58
2024
Q3 		$699K Hold
6,984
– – 0.14% 58
2024
Q2 		$699K Sell
6,984
-2,102
-23% -$211K 0.12% 50
2024
Q1 		$910K Sell
9,086
-3,336
-27% -$335K 0.16% 36
2023
Q4 		$1.24M Sell
12,422
-6,232
-33% -$625K 0.22% 29
2023
Q3 		$1.87M Sell
18,654
-836
-4% -$84K 0.36% 20
2023
Q2 		$1.95M Buy
+19,490
New +$1.96M 0.45% 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
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

Insight Wealth Partners's OPER Position: Q1 2026 in Review

Insight Wealth Partners held its ClearShares Ultra-Short Maturity ETF (OPER) position steady in Q1 2026 at 9,986 shares worth $999K. The position accounts for 0.14% of the portfolio, ranked #53.

Insight Wealth Partners first reported a position in OPER in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.95M in Q2 2023. 23 funds tracked by Wall St. Rank hold OPER as of Q1 2026.

  • Insight Wealth Partners held 9,986 shares of ClearShares Ultra-Short Maturity ETF worth $999K as of Q1 2026.
  • Insight Wealth Partners left its ClearShares Ultra-Short Maturity ETF share count unchanged in Q1 2026.
  • ClearShares Ultra-Short Maturity ETF made up 0.14% of Insight Wealth Partners's portfolio in Q1 2026, its #53 holding.
  • Insight Wealth Partners first reported a position in ClearShares Ultra-Short Maturity ETF in Q2 2023 and has held it in 12 quarters since.
  • Insight Wealth Partners's ClearShares Ultra-Short Maturity ETF position peaked at $1.95M in Q2 2023.
  • 23 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.