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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
Q2 		– Sell
-3,086
Closed -$309K – 552
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

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 40.89% 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

Retirement Planning Group (Kansas)'s OPER Position: Q2 2026 in Review

Retirement Planning Group (Kansas) sold out of ClearShares Ultra-Short Maturity ETF (OPER) in Q2 2026, closing a stake of 3,086 shares — an estimated $309K sold.

Retirement Planning Group (Kansas) first reported a position in OPER in Q4 2023 and held it in 10 quarters. The position peaked at $2M in Q2 2025. 24 funds tracked by Wall St. Rank hold OPER as of Q2 2026.

  • Retirement Planning Group (Kansas) reported no remaining ClearShares Ultra-Short Maturity ETF position as of Q2 2026 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 3,086 ClearShares Ultra-Short Maturity ETF shares in Q2 2026, an estimated $309K.
  • Retirement Planning Group (Kansas) first reported a position in ClearShares Ultra-Short Maturity ETF in Q4 2023 and held it in 10 quarters.
  • Retirement Planning Group (Kansas)'s ClearShares Ultra-Short Maturity ETF position peaked at $2M in Q2 2025.
  • 24 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.