BWP
OMAH

Balboa Wealth Partners’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Balboa Wealth Partners’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 		$512K Sell
27,756
-15,609
-36% -$290K 0.07% 237
2026
Q1 		$781K Sell
43,365
-8,605
-17% -$158K 0.13% 133
2025
Q4 		$974K Sell
51,970
-21,910
-30% -$417K 0.16% 100
2025
Q3 		$1.42M Buy
73,880
+60,541
+454% +$1.17M 0.25% 65
2025
Q2 		$257K Buy
+13,339
New +$254K 0.05% 281

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 $102M AUM

Balboa Wealth Partners's OMAH Position: Q2 2026 in Review

Balboa Wealth Partners reduced its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 36% in Q2 2026, selling an estimated $290K and leaving 27,756 shares worth $512K. The position accounts for 0.07% of the portfolio, ranked #237.

Balboa Wealth Partners first reported a position in OMAH in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.42M in Q3 2025. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

  • Balboa Wealth Partners held 27,756 shares of VistaShares Target 15 Berkshire Select Income ETF worth $512K as of Q2 2026.
  • Balboa Wealth Partners sold 15,609 VistaShares Target 15 Berkshire Select Income ETF shares in Q2 2026, an estimated $290K.
  • VistaShares Target 15 Berkshire Select Income ETF made up 0.07% of Balboa Wealth Partners's portfolio in Q2 2026, its #237 holding.
  • Balboa Wealth Partners first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Balboa Wealth Partners's VistaShares Target 15 Berkshire Select Income ETF position peaked at $1.42M in Q3 2025.
  • 90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.