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Allworth Financial’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Allworth Financial’s Portfolio OMAH Stock Details OMAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.1K Buy
1,200
+100
+9% +$1.86K ﹤0.01% 3107
2026
Q1 		$19.8K Buy
1,100
+400
+57% +$7.36K ﹤0.01% 3012
2025
Q4 		$13.1K Buy
700
+100
+17% +$1.9K ﹤0.01% 3078
2025
Q3 		$11.6K Sell
600
-5,025
-89% -$97.5K ﹤0.01% 3053
2025
Q2 		$109K Buy
+5,625
New +$107K ﹤0.01% 1495

Other funds holding OMAH

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return
TAFW
Tred Avon Family Wealth Easton, Maryland $327M AUM 24.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return

Allworth Financial's OMAH Position: Q2 2026 in Review

Allworth Financial increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 9.1% in Q2 2026, buying an estimated $1.86K and bringing the position to 1,200 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3107.

Allworth Financial first reported a position in OMAH in Q2 2025 and has held it in 5 quarters since. The position peaked at $109K in Q2 2025. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

  • Allworth Financial held 1,200 shares of VistaShares Target 15 Berkshire Select Income ETF worth $22.1K as of Q2 2026.
  • Allworth Financial bought 100 VistaShares Target 15 Berkshire Select Income ETF shares in Q2 2026, an estimated $1.86K.
  • VistaShares Target 15 Berkshire Select Income ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3107 holding.
  • Allworth Financial first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Allworth Financial's VistaShares Target 15 Berkshire Select Income ETF position peaked at $109K in Q2 2025.
  • 90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.