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Pinnacle Private Wealth’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$447K Sell
4,461
-404
-8% -$40.4K 0.17% 139
2022
Q1 		$487K Sell
4,865
-47
-1% -$4.7K 0.15% 157
2021
Q4 		$492K Buy
+4,912
New +$492K 0.15% 150

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 $1.2B AUM 35.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LHC
Little House Capital Braintree, Massachusetts $445M AUM 35.1% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $150M AUM 38.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $529M AUM 20.59% 1-Year Est. Return

Pinnacle Private Wealth's OPER Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its ClearShares Ultra-Short Maturity ETF (OPER) stake by 8.3% in Q2 2022, selling an estimated $40.4K and leaving 4,461 shares worth $447K. The position accounts for 0.17% of the portfolio, ranked #139.

Pinnacle Private Wealth first reported a position in OPER in Q4 2021 and has held it in 3 quarters since. The position peaked at $492K in Q4 2021. 18 funds tracked by Wall St. Rank hold OPER as of Q2 2022.

  • Pinnacle Private Wealth held 4,461 shares of ClearShares Ultra-Short Maturity ETF worth $447K as of Q2 2022.
  • Pinnacle Private Wealth sold 404 ClearShares Ultra-Short Maturity ETF shares in Q2 2022, an estimated $40.4K.
  • ClearShares Ultra-Short Maturity ETF made up 0.17% of Pinnacle Private Wealth's portfolio in Q2 2022, its #139 holding.
  • Pinnacle Private Wealth first reported a position in ClearShares Ultra-Short Maturity ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's ClearShares Ultra-Short Maturity ETF position peaked at $492K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.