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Simplicity Wealth’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

Simplicity Wealth’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
2025
Q1 		– Sell
-7,540
Closed -$754K – 591
2024
Q4 		$754K Buy
+7,540
New +$756K 0.16% 113

Other funds holding OPER

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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $474M AUM 16.54% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $135M AUM 32.3% 1-Year Est. Return

Simplicity Wealth's OPER Position: Q1 2025 in Review

Simplicity Wealth sold out of ClearShares Ultra-Short Maturity ETF (OPER) in Q1 2025, closing a stake of 7,540 shares — an estimated $754K sold.

Simplicity Wealth first reported a position in OPER in Q4 2024 and held it in 1 quarter. The position peaked at $754K in Q4 2024. 23 funds tracked by Wall St. Rank hold OPER as of Q1 2025.

  • Simplicity Wealth reported no remaining ClearShares Ultra-Short Maturity ETF position as of Q1 2025 after selling out during the quarter.
  • Simplicity Wealth sold 7,540 ClearShares Ultra-Short Maturity ETF shares in Q1 2025, an estimated $754K.
  • Simplicity Wealth first reported a position in ClearShares Ultra-Short Maturity ETF in Q4 2024 and held it in 1 quarter.
  • Simplicity Wealth's ClearShares Ultra-Short Maturity ETF position peaked at $754K in Q4 2024.
  • 23 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q1 2025.

Based on Simplicity Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.