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Summit Financial’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

Summit Financial’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 		$3.44M Sell
34,369
-607
-2% -$60.8K 0.04% 454
2026
Q1 		$3.5M Buy
+34,976
New +$3.5M 0.04% 415

Other funds holding OPER

AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Envestnet Asset Management
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $150M AUM 38.04% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
TA
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

Summit Financial's OPER Position: Q2 2026 in Review

Summit Financial reduced its ClearShares Ultra-Short Maturity ETF (OPER) stake by 1.7% in Q2 2026, selling an estimated $60.8K and leaving 34,369 shares worth $3.44M. The position accounts for 0.04% of the portfolio, ranked #454.

Summit Financial first reported a position in OPER in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.5M in Q1 2026. 24 funds tracked by Wall St. Rank hold OPER as of Q2 2026.

  • Summit Financial held 34,369 shares of ClearShares Ultra-Short Maturity ETF worth $3.44M as of Q2 2026.
  • Summit Financial sold 607 ClearShares Ultra-Short Maturity ETF shares in Q2 2026, an estimated $60.8K.
  • ClearShares Ultra-Short Maturity ETF made up 0.04% of Summit Financial's portfolio in Q2 2026, its #454 holding.
  • Summit Financial first reported a position in ClearShares Ultra-Short Maturity ETF in Q1 2026 and has held it in 2 quarters since.
  • Summit Financial's ClearShares Ultra-Short Maturity ETF position peaked at $3.5M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.