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 Q2	$24K	Hold	1,300	–	–	﹤0.01%	320
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 $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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $102M AUM

Atlantic Edge Private Wealth Management's OMAH Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its VistaShares Target 15 Berkshire Select Income ETF (OMAH) position steady in Q2 2026 at 1,300 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Atlantic Edge Private Wealth Management first reported a position in OMAH in Q2 2025 and has held it in 5 quarters since. The position peaked at $25.1K in Q2 2025. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

Atlantic Edge Private Wealth Management held 1,300 shares of VistaShares Target 15 Berkshire Select Income ETF worth $24K as of Q2 2026.
Atlantic Edge Private Wealth Management left its VistaShares Target 15 Berkshire Select Income ETF share count unchanged in Q2 2026.
VistaShares Target 15 Berkshire Select Income ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #320 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 5 quarters since.
Atlantic Edge Private Wealth Management's VistaShares Target 15 Berkshire Select Income ETF position peaked at $25.1K in Q2 2025.
90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.