Capital CS Group
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Capital CS Group’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Capital CS Group’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
Q3 		$306K Buy
17,500
+4,000
+30% +$74K 0.23% 52
2026
Q2 		$249K Buy
13,500
+1,500
+13% +$27.9K 0.2% 55
2026
Q1 		$216K Hold
12,000
– – 0.44% 49
2025
Q4 		$225K Buy
+12,000
New +$228K 0.35% 54

Other funds holding OMAH

Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return
Formidable Asset Management
Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Capital CS Group's OMAH Position: Q3 2026 in Review

Capital CS Group increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 30% in Q3 2026, buying an estimated $74K and bringing the position to 17,500 shares worth $306K. The position accounts for 0.23% of the portfolio, ranked #52.

Capital CS Group first reported a position in OMAH in Q4 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold OMAH as of Q3 2026.

  • Capital CS Group held 17,500 shares of VistaShares Target 15 Berkshire Select Income ETF worth $306K as of Q3 2026.
  • Capital CS Group bought 4,000 VistaShares Target 15 Berkshire Select Income ETF shares in Q3 2026, an estimated $74K.
  • VistaShares Target 15 Berkshire Select Income ETF made up 0.23% of Capital CS Group's portfolio in Q3 2026, its #52 holding.
  • Capital CS Group first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 51 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q3 2026.

Based on Capital CS Group's 13F filing for Q3 2026, filed 29 Oct 2026.