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Retirement Planning Group (Kansas)’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

Retirement Planning Group (Kansas)’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 		$309K Sell
3,086
-13,956
-82% -$1.4M 0.01% 384
2025
Q4 		$1.7M Buy
17,042
+2,194
+15% +$220K 0.06% 135
2025
Q3 		$1.49M Sell
14,848
-5,165
-26% -$518K 0.05% 142
2025
Q2 		$2M Buy
20,013
+1,456
+8% +$146K 0.09% 88
2025
Q1 		$1.86M Buy
18,557
+3,837
+26% +$385K 0.09% 88
2024
Q4 		$1.47M Buy
14,720
+1,655
+13% +$166K 0.07% 102
2024
Q3 		$1.31M Buy
13,065
+172
+1% +$17.3K 0.07% 108
2024
Q2 		$1.29M Buy
12,893
+977
+8% +$98K 0.08% 90
2024
Q1 		$1.19M Buy
11,916
+494
+4% +$49.5K 0.09% 86
2023
Q4 		$1.14M Buy
+11,422
New +$1.15M 0.1% 71

Other funds holding OPER

BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
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
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 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
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $474M AUM 16.54% 1-Year Est. Return

Retirement Planning Group (Kansas)'s OPER Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its ClearShares Ultra-Short Maturity ETF (OPER) stake by 82% in Q1 2026, selling an estimated $1.4M and leaving 3,086 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #384.

Retirement Planning Group (Kansas) first reported a position in OPER in Q4 2023 and has held it in 10 quarters since. The position peaked at $2M in Q2 2025. 23 funds tracked by Wall St. Rank hold OPER as of Q1 2026.

  • Retirement Planning Group (Kansas) held 3,086 shares of ClearShares Ultra-Short Maturity ETF worth $309K as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 13,956 ClearShares Ultra-Short Maturity ETF shares in Q1 2026, an estimated $1.4M.
  • ClearShares Ultra-Short Maturity ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #384 holding.
  • Retirement Planning Group (Kansas) first reported a position in ClearShares Ultra-Short Maturity ETF in Q4 2023 and has held it in 10 quarters since.
  • Retirement Planning Group (Kansas)'s ClearShares Ultra-Short Maturity ETF position peaked at $2M in Q2 2025.
  • 23 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.