Mercer Global Advisors
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Mercer Global Advisors’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

Mercer Global Advisors’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
2025
Q1 		– Sell
-3,372
Closed -$337K – 2227
2024
Q4 		$337K Buy
+3,372
New +$338K ﹤0.01% 1673
2024
Q3 		– Sell
-3,568
Closed -$357K – 2029
2024
Q2 		$357K Buy
3,568
+1,418
+66% +$142K ﹤0.01% 1490
2024
Q1 		$215K Buy
+2,150
New +$216K ﹤0.01% 1745
2023
Q4 		– Sell
-6,037
Closed -$605K – 2067
2023
Q3 		$605K Buy
6,037
+3,042
+102% +$306K ﹤0.01% 1160
2023
Q2 		$300K Sell
2,995
-1,439
-32% -$144K ﹤0.01% 1511
2023
Q1 		$444K Sell
4,434
-1,856
-30% -$186K ﹤0.01% 1275
2022
Q4 		$630K Sell
6,290
-270
-4% -$27.1K ﹤0.01% 1102
2022
Q3 		$657K Sell
6,560
-20
-0.3% -$2K ﹤0.01% 1022
2022
Q2 		$659K Buy
+6,580
New +$659K ﹤0.01% 1016
2022
Q1 		– Sell
-2,097
Closed -$210K – 1923
2021
Q4 		$210K Buy
+2,097
New +$210K ﹤0.01% 1634

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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $474M AUM 16.54% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $135M AUM 32.3% 1-Year Est. Return

Mercer Global Advisors's OPER Position: Q1 2025 in Review

Mercer Global Advisors sold out of ClearShares Ultra-Short Maturity ETF (OPER) in Q1 2025, closing a stake of 3,372 shares — an estimated $337K sold.

Mercer Global Advisors first reported a position in OPER in Q4 2021 and held it in 10 quarters. The position peaked at $659K in Q2 2022. 23 funds tracked by Wall St. Rank hold OPER as of Q1 2025.

  • Mercer Global Advisors reported no remaining ClearShares Ultra-Short Maturity ETF position as of Q1 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 3,372 ClearShares Ultra-Short Maturity ETF shares in Q1 2025, an estimated $337K.
  • Mercer Global Advisors first reported a position in ClearShares Ultra-Short Maturity ETF in Q4 2021 and held it in 10 quarters.
  • Mercer Global Advisors's ClearShares Ultra-Short Maturity ETF position peaked at $659K in Q2 2022.
  • 23 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q1 2025.

Based on Mercer Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.