Spartan Planning & Wealth Management’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

Spartan Planning & Wealth Management’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	$3.74M	Sell	37,329 -19,489	-34%	-$1.95M	2.49%	12
2026 Q1	$5.69M	Buy	56,818 +53,058	+1,411%	+$5.32M	4.21%	10
2025 Q4	$376K	Buy	+3,760	New	+$377K	0.28%	48
2025 Q3	–	Sell	-3,837	Closed	-$384K	–	86
2025 Q2	$384K	Sell	3,837 -8,215	-68%	-$824K	0.33%	53
2025 Q1	$1.21M	Sell	12,052 -32,829	-73%	-$3.29M	1.17%	21
2024 Q4	$4.49M	Buy	+44,881	New	+$4.5M	4.1%	6
2023 Q4	$62.3K	Sell	623 -113,459	-99%	-$11.4M	0.07%	125
2023 Q3	$11.4M	Buy	+114,082	New	+$11.5M	13.4%	2
2022 Q4	$8.79M	Buy	87,802 +1,608	+2%	+$161K	10.96%	3
2022 Q3	$8.63M	Buy	86,194 +2,529	+3%	+$253K	11.3%	3
2022 Q2	$8.38M	Buy	83,665 +21,169	+34%	+$2.12M	11.18%	3
2022 Q1	$6.26M	Buy	+62,496	New	+$6.26M	7.83%	4

Other funds holding OPER

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Teramo Advisors Naples, Florida $529M AUM 20.59% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Spartan Planning & Wealth Management's OPER Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its ClearShares Ultra-Short Maturity ETF (OPER) stake by 34% in Q2 2026, selling an estimated $1.95M and leaving 37,329 shares worth $3.74M. The position accounts for 2.49% of the portfolio, ranked #12.

Spartan Planning & Wealth Management first reported a position in OPER in Q1 2022 and has held it in 12 quarters since. The position peaked at $11.4M in Q3 2023. 24 funds tracked by Wall St. Rank hold OPER as of Q2 2026.

Spartan Planning & Wealth Management held 37,329 shares of ClearShares Ultra-Short Maturity ETF worth $3.74M as of Q2 2026.
Spartan Planning & Wealth Management sold 19,489 ClearShares Ultra-Short Maturity ETF shares in Q2 2026, an estimated $1.95M.
ClearShares Ultra-Short Maturity ETF made up 2.49% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #12 holding.
Spartan Planning & Wealth Management first reported a position in ClearShares Ultra-Short Maturity ETF in Q1 2022 and has held it in 12 quarters since.
Spartan Planning & Wealth Management's ClearShares Ultra-Short Maturity ETF position peaked at $11.4M in Q3 2023.
24 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.