Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

Northwestern Mutual Wealth Management’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
Q4 		– Sell
-79
Closed -$7.91K – 3803
2024
Q3 		$7.91K Buy
+79
New +$7.93K ﹤0.01% 2762

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
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
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $474M AUM 16.54% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Northwestern Mutual Wealth Management's OPER Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of ClearShares Ultra-Short Maturity ETF (OPER) in Q4 2024, closing a stake of 79 shares — an estimated $7.91K sold.

Northwestern Mutual Wealth Management first reported a position in OPER in Q3 2024 and held it in 1 quarter. The position peaked at $7.91K in Q3 2024. 25 funds tracked by Wall St. Rank hold OPER as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining ClearShares Ultra-Short Maturity ETF position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 79 ClearShares Ultra-Short Maturity ETF shares in Q4 2024, an estimated $7.91K.
  • Northwestern Mutual Wealth Management first reported a position in ClearShares Ultra-Short Maturity ETF in Q3 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's ClearShares Ultra-Short Maturity ETF position peaked at $7.91K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.