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 Q1	$3.5M	Buy	+34,976	New	+$3.5M	0.04%	415

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

Spartan Planning & Wealth Management Greensboro, North Carolina $135M AUM 32.3% 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

Teramo Advisors Naples, Florida $474M AUM 16.54% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Financial's OPER Position: Q1 2026 in Review

Summit Financial opened a new position in ClearShares Ultra-Short Maturity ETF (OPER) in Q1 2026: 34,976 shares worth $3.5M. The stake represents 0.04% of the portfolio and ranks #415 among its holdings.

23 funds tracked by Wall St. Rank hold OPER as of Q1 2026.

Summit Financial held 34,976 shares of ClearShares Ultra-Short Maturity ETF worth $3.5M as of Q1 2026.
ClearShares Ultra-Short Maturity ETF was a new Summit Financial position in Q1 2026.
ClearShares Ultra-Short Maturity ETF made up 0.04% of Summit Financial's portfolio in Q1 2026, its #415 holding.
23 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.