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WealthPLAN Partners’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-3,482
Closed -$349K – 874
2023
Q2 		$349K Hold
3,482
– – 0.05% 231
2023
Q1 		$349K Sell
3,482
-1,312
-27% -$132K 0.04% 235
2022
Q4 		$481K Buy
+4,794
New +$481K 0.03% 259
2022
Q1 		$314K Hold
3,139
– – 0.02% 310
2021
Q4 		$314K Hold
3,139
– – 0.02% 311
2021
Q3 		$314K Buy
+3,139
New +$314K 0.02% 306

Other funds holding OPER

USCWA
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
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $135M AUM 32.3% 1-Year Est. Return
LHC
Little House Capital Braintree, Massachusetts $387M AUM 27.85% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFGO
Legacy Financial Group (Oklahoma) Tulsa, Oklahoma $378M AUM 17.31% 1-Year Est. Return

WealthPLAN Partners's OPER Position: Q3 2023 in Review

WealthPLAN Partners sold out of ClearShares Ultra-Short Maturity ETF (OPER) in Q3 2023, closing a stake of 3,482 shares — an estimated $349K sold.

WealthPLAN Partners first reported a position in OPER in Q3 2021 and held it in 6 quarters. The position peaked at $481K in Q4 2022. 28 funds tracked by Wall St. Rank hold OPER as of Q3 2023.

  • WealthPLAN Partners reported no remaining ClearShares Ultra-Short Maturity ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 3,482 ClearShares Ultra-Short Maturity ETF shares in Q3 2023, an estimated $349K.
  • WealthPLAN Partners first reported a position in ClearShares Ultra-Short Maturity ETF in Q3 2021 and held it in 6 quarters.
  • WealthPLAN Partners's ClearShares Ultra-Short Maturity ETF position peaked at $481K in Q4 2022.
  • 28 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.