LHC
OPER icon

Little House Capital’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

Little House Capital’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
2024
Q2 		– Sell
-3,756
Closed -$376K – 124
2024
Q1 		$376K Sell
3,756
-94,682
-96% -$9.5M 0.12% 112
2023
Q4 		$9.85M Buy
98,438
+1,283
+1% +$129K 3.59% 4
2023
Q3 		$9.73M Sell
97,155
-3,883
-4% -$390K 4% 4
2023
Q2 		$10.1M Buy
101,038
+5,806
+6% +$583K 4.31% 4
2023
Q1 		$9.53M Sell
95,232
-11,135
-10% -$1.12M 4.49% 4
2022
Q4 		$10.6M Buy
106,367
+4,611
+5% +$462K 5.27% 1
2022
Q3 		$10.2M Buy
101,756
+7,159
+8% +$717K 5.43% 2
2022
Q2 		$9.47M Buy
94,597
+55,690
+143% +$5.58M 5.1% 2
2022
Q1 		$3.9M Buy
+38,907
New +$3.89M 1.99% 8

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
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
CW
CIC Wealth Rockville, Maryland $387M AUM 36% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $529M AUM 20.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Little House Capital's OPER Position: Q2 2024 in Review

Little House Capital sold out of ClearShares Ultra-Short Maturity ETF (OPER) in Q2 2024, closing a stake of 3,756 shares — an estimated $376K sold.

Little House Capital first reported a position in OPER in Q1 2022 and held it in 9 quarters. The position peaked at $10.6M in Q4 2022. 23 funds tracked by Wall St. Rank hold OPER as of Q2 2024.

  • Little House Capital reported no remaining ClearShares Ultra-Short Maturity ETF position as of Q2 2024 after selling out during the quarter.
  • Little House Capital sold 3,756 ClearShares Ultra-Short Maturity ETF shares in Q2 2024, an estimated $376K.
  • Little House Capital first reported a position in ClearShares Ultra-Short Maturity ETF in Q1 2022 and held it in 9 quarters.
  • Little House Capital's ClearShares Ultra-Short Maturity ETF position peaked at $10.6M in Q4 2022.
  • 23 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q2 2024.

Based on Little House Capital's 13F filing for Q2 2024, filed 2 Aug 2024.