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 Q3	$3.85M	Buy	38,445 +1,116	+3%	+$112K	2.51%	11
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

Spartan Planning & Wealth Management's OPER Position: Q3 2026 in Review

Spartan Planning & Wealth Management increased its ClearShares Ultra-Short Maturity ETF (OPER) stake by 3% in Q3 2026, buying an estimated $112K and bringing the position to 38,445 shares worth $3.85M. The position accounts for 2.51% of the portfolio, ranked #11.

Spartan Planning & Wealth Management first reported a position in OPER in Q1 2022 and has held it in 13 quarters since. The position peaked at $11.4M in Q3 2023. 1 fund tracked by Wall St. Rank holds OPER as of Q3 2026.

Spartan Planning & Wealth Management held 38,445 shares of ClearShares Ultra-Short Maturity ETF worth $3.85M as of Q3 2026.
Spartan Planning & Wealth Management bought 1,116 ClearShares Ultra-Short Maturity ETF shares in Q3 2026, an estimated $112K.
ClearShares Ultra-Short Maturity ETF made up 2.51% of Spartan Planning & Wealth Management's portfolio in Q3 2026, its #11 holding.
Spartan Planning & Wealth Management first reported a position in ClearShares Ultra-Short Maturity ETF in Q1 2022 and has held it in 13 quarters since.
Spartan Planning & Wealth Management's ClearShares Ultra-Short Maturity ETF position peaked at $11.4M in Q3 2023.
1 fund tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q3 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.