BA
OMAH

Ballast Advisors’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Ballast Advisors’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 		– Sell
-1,260
Closed -$22.7K – 398
2026
Q1 		$22.7K Buy
+1,260
New +$23.2K 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
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

Ballast Advisors's OMAH Position: Q2 2026 in Review

Ballast Advisors sold out of VistaShares Target 15 Berkshire Select Income ETF (OMAH) in Q2 2026, closing a stake of 1,260 shares — an estimated $22.7K sold.

Ballast Advisors first reported a position in OMAH in Q1 2026 and held it in 1 quarter. The position peaked at $22.7K in Q1 2026. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

  • Ballast Advisors reported no remaining VistaShares Target 15 Berkshire Select Income ETF position as of Q2 2026 after selling out during the quarter.
  • Ballast Advisors sold 1,260 VistaShares Target 15 Berkshire Select Income ETF shares in Q2 2026, an estimated $22.7K.
  • Ballast Advisors first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q1 2026 and held it in 1 quarter.
  • Ballast Advisors's VistaShares Target 15 Berkshire Select Income ETF position peaked at $22.7K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.