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WealthPlan Investment Management’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-4,794
Closed -$481K – 527
2022
Q4 		$481K Buy
4,794
+302
+7% +$30.3K 0.03% 259
2022
Q3 		$450K Buy
+4,492
New +$450K 0.03% 255
2022
Q1 		$314K Buy
+3,139
New +$314K 0.02% 310

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

WealthPlan Investment Management's OPER Position: Q1 2023 in Review

WealthPlan Investment Management sold out of ClearShares Ultra-Short Maturity ETF (OPER) in Q1 2023, closing a stake of 4,794 shares — an estimated $481K sold.

WealthPlan Investment Management first reported a position in OPER in Q1 2022 and held it in 3 quarters. The position peaked at $481K in Q4 2022. 32 funds tracked by Wall St. Rank hold OPER as of Q1 2023.

  • WealthPlan Investment Management reported no remaining ClearShares Ultra-Short Maturity ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 4,794 ClearShares Ultra-Short Maturity ETF shares in Q1 2023, an estimated $481K.
  • WealthPlan Investment Management first reported a position in ClearShares Ultra-Short Maturity ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's ClearShares Ultra-Short Maturity ETF position peaked at $481K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.