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 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

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

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

Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

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

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

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