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

Prosperity 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
2026
Q2 		– Sell
-3,047
Closed -$305K – 199
2026
Q1 		$305K Buy
+3,047
New +$305K 0.11% 144
2025
Q1 		– Sell
-2,201
Closed -$220K – 189
2024
Q4 		$220K Buy
+2,201
New +$221K 0.11% 148
2023
Q4 		– Sell
-4,249
Closed -$426K – 135
2023
Q3 		$426K Buy
4,249
+525
+14% +$52.7K 0.35% 65
2023
Q2 		$373K Sell
3,724
-139
-4% -$13.9K 0.33% 71
2023
Q1 		$387K Buy
3,863
+394
+11% +$39.5K 0.39% 59
2022
Q4 		$347K Buy
+3,469
New +$348K 0.37% 56

Other funds holding OPER

AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $150M AUM 38.04% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $529M AUM 20.59% 1-Year Est. Return

Prosperity Financial Group's OPER Position: Q2 2026 in Review

Prosperity Financial Group sold out of ClearShares Ultra-Short Maturity ETF (OPER) in Q2 2026, closing a stake of 3,047 shares — an estimated $305K sold.

Prosperity Financial Group first reported a position in OPER in Q4 2022 and held it in 6 quarters. The position peaked at $426K in Q3 2023. 24 funds tracked by Wall St. Rank hold OPER as of Q2 2026.

  • Prosperity Financial Group reported no remaining ClearShares Ultra-Short Maturity ETF position as of Q2 2026 after selling out during the quarter.
  • Prosperity Financial Group sold 3,047 ClearShares Ultra-Short Maturity ETF shares in Q2 2026, an estimated $305K.
  • Prosperity Financial Group first reported a position in ClearShares Ultra-Short Maturity ETF in Q4 2022 and held it in 6 quarters.
  • Prosperity Financial Group's ClearShares Ultra-Short Maturity ETF position peaked at $426K in Q3 2023.
  • 24 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.