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

Next Financial Group’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
2021
Q4 		$273K Buy
2,730
+2,137
+360% +$214K 0.02% 772
2021
Q3 		$59K Buy
593
+482
+434% +$48.3K ﹤0.01% 1347
2021
Q2 		$11K Buy
111
+93
+517% +$9.31K ﹤0.01% 1959
2021
Q1 		$2K Hold
18
– – ﹤0.01% 2324
2020
Q4 		$2K Buy
+18
New +$1.8K ﹤0.01% 2203

Other funds holding OPER

USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $474M AUM 16.54% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
PPW
Pinnacle Private Wealth Andover, Massachusetts $256M AUM

Next Financial Group's OPER Position: Q4 2021 in Review

Next Financial Group increased its ClearShares Ultra-Short Maturity ETF (OPER) stake by 360% in Q4 2021, buying an estimated $214K and bringing the position to 2,730 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #772.

Next Financial Group first reported a position in OPER in Q4 2020 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold OPER as of Q4 2021.

  • Next Financial Group held 2,730 shares of ClearShares Ultra-Short Maturity ETF worth $273K as of Q4 2021.
  • Next Financial Group bought 2,137 ClearShares Ultra-Short Maturity ETF shares in Q4 2021, an estimated $214K.
  • ClearShares Ultra-Short Maturity ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #772 holding.
  • Next Financial Group first reported a position in ClearShares Ultra-Short Maturity ETF in Q4 2020 and has held it in 5 quarters since.
  • 16 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.