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Legacy Financial Group (Oklahoma)’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

Legacy Financial Group (Oklahoma)’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
Q2 		$229K Hold
2,286
– – 0.05% 94
2026
Q1 		$229K Sell
2,286
-655
-22% -$65.6K 0.06% 81
2025
Q4 		$294K Sell
2,941
-171
-5% -$17.1K 0.08% 68
2025
Q3 		$311K Sell
3,112
-913
-23% -$91.6K 0.09% 65
2025
Q2 		$403K Sell
4,025
-956
-19% -$95.8K 0.12% 54
2025
Q1 		$499K Sell
4,981
-1,612
-24% -$162K 0.16% 49
2024
Q4 		$660K Sell
6,593
-247
-4% -$24.8K 0.21% 40
2024
Q3 		$685K Sell
6,840
-1,100
-14% -$110K 0.23% 40
2024
Q2 		$795K Sell
7,940
-1,353
-15% -$136K 0.3% 35
2024
Q1 		$931K Sell
9,293
-24,171
-72% -$2.42M 0.37% 32
2023
Q4 		$3.35M Sell
33,464
-2,095
-6% -$210K 1.46% 20
2023
Q3 		$3.56M Buy
35,559
+10,252
+41% +$1.03M 1.76% 19
2023
Q2 		$2.54M Buy
25,307
+1,851
+8% +$186K 1.27% 22
2023
Q1 		$2.35M Buy
23,456
+598
+3% +$60K 1.3% 22
2022
Q4 		$2.29M Buy
+22,858
New +$2.29M 1.41% 22

Other funds holding OPER

AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $150M AUM 38.04% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $529M AUM 20.59% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s OPER Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) held its ClearShares Ultra-Short Maturity ETF (OPER) position steady in Q2 2026 at 2,286 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #94.

Legacy Financial Group (Oklahoma) first reported a position in OPER in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.56M in Q3 2023. 24 funds tracked by Wall St. Rank hold OPER as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 2,286 shares of ClearShares Ultra-Short Maturity ETF worth $229K as of Q2 2026.
  • Legacy Financial Group (Oklahoma) left its ClearShares Ultra-Short Maturity ETF share count unchanged in Q2 2026.
  • ClearShares Ultra-Short Maturity ETF made up 0.05% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #94 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in ClearShares Ultra-Short Maturity ETF in Q4 2022 and has held it in 15 quarters since.
  • Legacy Financial Group (Oklahoma)'s ClearShares Ultra-Short Maturity ETF position peaked at $3.56M in Q3 2023.
  • 24 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.