Truist Financial
OPER icon

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

Truist 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
2022
Q4 		– Sell
-2,298
Closed -$230K – 2655
2022
Q3 		$230K Buy
+2,298
New +$230K ﹤0.01% 2225

Other funds holding OPER

USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LHC
Little House Capital Braintree, Massachusetts $387M AUM 27.85% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $135M AUM 32.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CIC Wealth Rockville, Maryland $387M AUM 36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial's OPER Position: Q4 2022 in Review

Truist Financial sold out of ClearShares Ultra-Short Maturity ETF (OPER) in Q4 2022, closing a stake of 2,298 shares — an estimated $230K sold.

Truist Financial first reported a position in OPER in Q3 2022 and held it in 1 quarter. The position peaked at $230K in Q3 2022. 32 funds tracked by Wall St. Rank hold OPER as of Q4 2022.

  • Truist Financial reported no remaining ClearShares Ultra-Short Maturity ETF position as of Q4 2022 after selling out during the quarter.
  • Truist Financial sold 2,298 ClearShares Ultra-Short Maturity ETF shares in Q4 2022, an estimated $230K.
  • Truist Financial first reported a position in ClearShares Ultra-Short Maturity ETF in Q3 2022 and held it in 1 quarter.
  • Truist Financial's ClearShares Ultra-Short Maturity ETF position peaked at $230K in Q3 2022.
  • 32 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.