LPL Financial
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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
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

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
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
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $474M AUM 16.54% 1-Year Est. Return

LPL Financial's OPER Position: Q1 2026 in Review

LPL Financial opened a new position in ClearShares Ultra-Short Maturity ETF (OPER) in Q1 2026: 7,147 shares worth $715K. The stake represents ﹤0.01% of the portfolio and ranks #4451 among its holdings. This is a return to the name: LPL Financial previously reported a position in OPER as recently as Q4 2023.

LPL Financial first reported a position in OPER in Q3 2022 and has held it in 7 quarters since. The position peaked at $5.19M in Q3 2023. 23 funds tracked by Wall St. Rank hold OPER as of Q1 2026.

  • LPL Financial held 7,147 shares of ClearShares Ultra-Short Maturity ETF worth $715K as of Q1 2026.
  • ClearShares Ultra-Short Maturity ETF was a new LPL Financial position in Q1 2026.
  • ClearShares Ultra-Short Maturity ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4451 holding.
  • LPL Financial first reported a position in ClearShares Ultra-Short Maturity ETF in Q3 2022 and has held it in 7 quarters since.
  • LPL Financial's ClearShares Ultra-Short Maturity ETF position peaked at $5.19M in Q3 2023.
  • 23 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.