BFA
OMAH

Beacon Financial Advisory’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Beacon Financial Advisory’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
2025
Q4 		– Sell
-10,013
Closed -$193K – 411
2025
Q3 		$193K Buy
+10,013
New +$194K 0.04% 373

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
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

Beacon Financial Advisory's OMAH Position: Q4 2025 in Review

Beacon Financial Advisory sold out of VistaShares Target 15 Berkshire Select Income ETF (OMAH) in Q4 2025, closing a stake of 10,013 shares — an estimated $193K sold.

Beacon Financial Advisory first reported a position in OMAH in Q3 2025 and held it in 1 quarter. The position peaked at $193K in Q3 2025. 58 funds tracked by Wall St. Rank hold OMAH as of Q4 2025.

  • Beacon Financial Advisory reported no remaining VistaShares Target 15 Berkshire Select Income ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 10,013 VistaShares Target 15 Berkshire Select Income ETF shares in Q4 2025, an estimated $193K.
  • Beacon Financial Advisory first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q3 2025 and held it in 1 quarter.
  • Beacon Financial Advisory's VistaShares Target 15 Berkshire Select Income ETF position peaked at $193K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q4 2025.

Based on Beacon Financial Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.