AF
OMAH

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
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 $13.5B AUM 19.09% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Allworth Financial's OMAH Position: Q1 2026 in Review

Allworth Financial increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 57% in Q1 2026, buying an estimated $7.36K and bringing the position to 1,100 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3012.

Allworth Financial first reported a position in OMAH in Q2 2025 and has held it in 4 quarters since. The position peaked at $109K in Q2 2025. 68 funds tracked by Wall St. Rank hold OMAH as of Q1 2026.

  • Allworth Financial held 1,100 shares of VistaShares Target 15 Berkshire Select Income ETF worth $19.8K as of Q1 2026.
  • Allworth Financial bought 400 VistaShares Target 15 Berkshire Select Income ETF shares in Q1 2026, an estimated $7.36K.
  • VistaShares Target 15 Berkshire Select Income ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3012 holding.
  • Allworth Financial first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Allworth Financial's VistaShares Target 15 Berkshire Select Income ETF position peaked at $109K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.