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Laidlaw Wealth Management’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

Laidlaw Wealth Management’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
2021
Q3 		– Sell
-2,283
Closed -$229K – 275
2021
Q2 		$229K Sell
2,283
-7
-0.3% -$701 0.06% 230
2021
Q1 		$229K Sell
2,290
-944
-29% -$94.5K 0.08% 193
2020
Q4 		$324K Sell
3,234
-256
-7% -$25.6K 0.07% 247
2020
Q3 		$349K Sell
3,490
-1,038
-23% -$104K 0.16% 136
2020
Q2 		$453K Sell
4,528
-2,266
-33% -$227K 0.24% 106
2020
Q1 		$680K Buy
+6,794
New +$680K 0.45% 69

Other funds holding OPER

USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Laidlaw Wealth Management's OPER Position: Q3 2021 in Review

Laidlaw Wealth Management sold out of ClearShares Ultra-Short Maturity ETF (OPER) in Q3 2021, closing a stake of 2,283 shares — an estimated $229K sold.

Laidlaw Wealth Management first reported a position in OPER in Q1 2020 and held it in 6 quarters. The position peaked at $680K in Q1 2020. 13 funds tracked by Wall St. Rank hold OPER as of Q3 2021.

  • Laidlaw Wealth Management reported no remaining ClearShares Ultra-Short Maturity ETF position as of Q3 2021 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,283 ClearShares Ultra-Short Maturity ETF shares in Q3 2021, an estimated $229K.
  • Laidlaw Wealth Management first reported a position in ClearShares Ultra-Short Maturity ETF in Q1 2020 and held it in 6 quarters.
  • Laidlaw Wealth Management's ClearShares Ultra-Short Maturity ETF position peaked at $680K in Q1 2020.
  • 13 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q3 2021.

Based on Laidlaw Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.