BFA
OMAH

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

Beaumont Financial 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 		$4.75M Buy
257,841
+2,150
+0.8% +$40K 0.3% 61
2026
Q1 		$4.61M Sell
255,691
-565,304
-69% -$10.4M 0.32% 62
2025
Q4 		$15.4M Buy
820,995
+47,653
+6% +$906K 1.01% 30
2025
Q3 		$14.9M Buy
773,342
+14,187
+2% +$275K 1% 29
2025
Q2 		$14.7M Buy
+759,155
New +$14.5M 1.06% 28

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
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
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Beaumont Financial Advisors's OMAH Position: Q2 2026 in Review

Beaumont Financial Advisors increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 0.84% in Q2 2026, buying an estimated $40K and bringing the position to 257,841 shares worth $4.75M. The position accounts for 0.3% of the portfolio, ranked #61.

Beaumont Financial Advisors first reported a position in OMAH in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.4M in Q4 2025. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

  • Beaumont Financial Advisors held 257,841 shares of VistaShares Target 15 Berkshire Select Income ETF worth $4.75M as of Q2 2026.
  • Beaumont Financial Advisors bought 2,150 VistaShares Target 15 Berkshire Select Income ETF shares in Q2 2026, an estimated $40K.
  • VistaShares Target 15 Berkshire Select Income ETF made up 0.3% of Beaumont Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • Beaumont Financial Advisors first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Beaumont Financial Advisors's VistaShares Target 15 Berkshire Select Income ETF position peaked at $15.4M in Q4 2025.
  • 90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.