LPL Financial’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

LPL Financial’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	$260K	Sell	2,596 -4,551	-64%	-$456K	﹤0.01%	5570
2026 Q1	$715K	Buy	+7,147	New	+$716K	﹤0.01%	4451
2024 Q1	–	Sell	-5,630	Closed	-$563K	–	4995
2023 Q4	$563K	Sell	5,630 -46,173	-89%	-$4.63M	﹤0.01%	3573
2023 Q3	$5.19M	Buy	51,803 +8,392	+19%	+$843K	﹤0.01%	1578
2023 Q2	$4.35M	Buy	43,411 +8,880	+26%	+$891K	﹤0.01%	1647
2023 Q1	$3.46M	Buy	34,531 +5,443	+19%	+$546K	﹤0.01%	1747
2022 Q4	$2.91M	Buy	29,088 +20,264	+230%	+$2.03M	﹤0.01%	1793
2022 Q3	$884K	Buy	+8,824	New	+$884K	﹤0.01%	2647

Other funds holding OPER

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

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 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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Teramo Advisors Naples, Florida $529M AUM 20.59% 1-Year Est. Return

LPL Financial's OPER Position: Q2 2026 in Review

LPL Financial reduced its ClearShares Ultra-Short Maturity ETF (OPER) stake by 64% in Q2 2026, selling an estimated $456K and leaving 2,596 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #5570.

LPL Financial first reported a position in OPER in Q3 2022 and has held it in 8 quarters since. The position peaked at $5.19M in Q3 2023. 24 funds tracked by Wall St. Rank hold OPER as of Q2 2026.

LPL Financial held 2,596 shares of ClearShares Ultra-Short Maturity ETF worth $260K as of Q2 2026.
LPL Financial sold 4,551 ClearShares Ultra-Short Maturity ETF shares in Q2 2026, an estimated $456K.
ClearShares Ultra-Short Maturity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5570 holding.
LPL Financial first reported a position in ClearShares Ultra-Short Maturity ETF in Q3 2022 and has held it in 8 quarters since.
LPL Financial's ClearShares Ultra-Short Maturity ETF position peaked at $5.19M in Q3 2023.
24 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.