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	0.18%	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

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Little House Capital Braintree, Massachusetts $387M AUM 27.85% 1-Year Est. Return

Spartan Planning & Wealth Management Greensboro, North Carolina $135M AUM 32.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Teramo Advisors Naples, Florida $370M AUM 16.54% 1-Year Est. Return