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 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

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

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

Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

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 $370M AUM 16.54% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return