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 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

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 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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Teramo Advisors Naples, Florida $474M AUM 16.54% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s OPER Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) reduced its ClearShares Ultra-Short Maturity ETF (OPER) stake by 22% in Q1 2026, selling an estimated $65.6K and leaving 2,286 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #81.

Legacy Financial Group (Oklahoma) first reported a position in OPER in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.56M in Q3 2023. 23 funds tracked by Wall St. Rank hold OPER as of Q1 2026.

Legacy Financial Group (Oklahoma) held 2,286 shares of ClearShares Ultra-Short Maturity ETF worth $229K as of Q1 2026.
Legacy Financial Group (Oklahoma) sold 655 ClearShares Ultra-Short Maturity ETF shares in Q1 2026, an estimated $65.6K.
ClearShares Ultra-Short Maturity ETF made up 0.06% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #81 holding.
Legacy Financial Group (Oklahoma) first reported a position in ClearShares Ultra-Short Maturity ETF in Q4 2022 and has held it in 14 quarters since.
Legacy Financial Group (Oklahoma)'s ClearShares Ultra-Short Maturity ETF position peaked at $3.56M in Q3 2023.
23 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.