Silver Oak Securities’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

Silver Oak Securities’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	$3.55M	Buy	35,480 +491	+1%	+$49.2K	0.26%	83
2025 Q4	$3.5M	Sell	34,989 -14,304	-29%	-$1.43M	0.24%	93
2025 Q3	$4.93M	Sell	49,293 -1,631	-3%	-$164K	0.37%	60
2025 Q2	$5.1M	Buy	50,924 +50,644	+18,087%	+$5.08M	0.41%	55
2025 Q1	$28K	Buy	+280	New	+$28.1K	﹤0.01%	642
2024 Q1	–	Sell	-33,916	Closed	-$3.39M	–	526
2023 Q4	$3.39M	Sell	33,916 -83	-0.2%	-$8.33K	0.46%	49
2023 Q3	$3.41M	Sell	33,999 -23	-0.1%	-$2.31K	0.74%	26
2023 Q2	$3.41M	Buy	34,022 +1,487	+5%	+$149K	0.55%	38
2023 Q1	$3.26M	Sell	32,535 -121	-0.4%	-$12.1K	0.53%	41
2022 Q4	$3.27M	Sell	32,656 -1,343	-4%	-$135K	0.61%	35
2022 Q3	$3.41M	Buy	+33,999	New	+$3.41M	0.74%	26

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 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

SFM

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 $474M AUM 16.54% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Silver Oak Securities's OPER Position: Q1 2026 in Review

Silver Oak Securities increased its ClearShares Ultra-Short Maturity ETF (OPER) stake by 1.4% in Q1 2026, buying an estimated $49.2K and bringing the position to 35,480 shares worth $3.55M. The position accounts for 0.26% of the portfolio, ranked #83.

Silver Oak Securities first reported a position in OPER in Q3 2022 and has held it in 11 quarters since. The position peaked at $5.1M in Q2 2025. 23 funds tracked by Wall St. Rank hold OPER as of Q1 2026.

Silver Oak Securities held 35,480 shares of ClearShares Ultra-Short Maturity ETF worth $3.55M as of Q1 2026.
Silver Oak Securities bought 491 ClearShares Ultra-Short Maturity ETF shares in Q1 2026, an estimated $49.2K.
ClearShares Ultra-Short Maturity ETF made up 0.26% of Silver Oak Securities's portfolio in Q1 2026, its #83 holding.
Silver Oak Securities first reported a position in ClearShares Ultra-Short Maturity ETF in Q3 2022 and has held it in 11 quarters since.
Silver Oak Securities's ClearShares Ultra-Short Maturity ETF position peaked at $5.1M in Q2 2025.
23 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.