AEPWM
OMAH

Atlantic Edge Private Wealth Management’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Atlantic Edge Private Wealth Management’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 		$23.4K Hold
1,300
– – 0.01% 300
2025
Q4 		$24.4K Hold
1,300
– – 0.01% 289
2025
Q3 		$25K Hold
1,300
– – 0.01% 285
2025
Q2 		$25.1K Buy
+1,300
New +$24.8K 0.01% 276

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

Atlantic Edge Private Wealth Management's OMAH Position: Q1 2026 in Review

Atlantic Edge Private Wealth Management held its VistaShares Target 15 Berkshire Select Income ETF (OMAH) position steady in Q1 2026 at 1,300 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #300.

Atlantic Edge Private Wealth Management first reported a position in OMAH in Q2 2025 and has held it in 4 quarters since. The position peaked at $25.1K in Q2 2025. 68 funds tracked by Wall St. Rank hold OMAH as of Q1 2026.

  • Atlantic Edge Private Wealth Management held 1,300 shares of VistaShares Target 15 Berkshire Select Income ETF worth $23.4K as of Q1 2026.
  • Atlantic Edge Private Wealth Management left its VistaShares Target 15 Berkshire Select Income ETF share count unchanged in Q1 2026.
  • VistaShares Target 15 Berkshire Select Income ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q1 2026, its #300 holding.
  • Atlantic Edge Private Wealth Management first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Atlantic Edge Private Wealth Management's VistaShares Target 15 Berkshire Select Income ETF position peaked at $25.1K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q1 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.