Purchases and Sales Made in Q2 2025 in ETF Ser Solutions Clearshares (OPER)
This table provides information about the institutional ownership of ETF Ser Solutions Clearshares (OPER) during Q2 2025. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS CLEARSHARES .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
50.6K+ 18087.14% |
$5.07M - $5.09M
|
50.9K
$5.11M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.27K+ 2.6% |
$928K - $931K
|
365K
$36.6M
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
1.46K+ 7.85% |
$146K - $146K
|
20K
$2.01M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.27K+ 1.23% |
$127K - $127K
|
104K
$10.5M
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
399+ 3.82% |
$39.9K - $40.1K
|
10.9K
$1.09M
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-430- 1.2% |
$43K - $43.2K
|
35.5K
$3.56M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.6K- 1.53% |
$260K - $261K
|
167K
$16.7M
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-8.22K- 68.16% |
$822K - $825K
|
3.84K
$385K
|