CAPTRUST Financial Advisors
OMAH

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

CAPTRUST 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
Q1 		$773K Sell
42,890
-1,800
-4% -$33.1K ﹤0.01% 1746
2025
Q4 		$837K Buy
44,690
+536
+1% +$10.2K ﹤0.01% 1603
2025
Q3 		$850K Buy
+44,154
New +$857K ﹤0.01% 1527

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CAPTRUST Financial Advisors's OMAH Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 4% in Q1 2026, selling an estimated $33.1K and leaving 42,890 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

CAPTRUST Financial Advisors first reported a position in OMAH in Q3 2025 and has held it in 3 quarters since. The position peaked at $850K in Q3 2025. 68 funds tracked by Wall St. Rank hold OMAH as of Q1 2026.

  • CAPTRUST Financial Advisors held 42,890 shares of VistaShares Target 15 Berkshire Select Income ETF worth $773K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 1,800 VistaShares Target 15 Berkshire Select Income ETF shares in Q1 2026, an estimated $33.1K.
  • VistaShares Target 15 Berkshire Select Income ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1746 holding.
  • CAPTRUST Financial Advisors first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q3 2025 and has held it in 3 quarters since.
  • CAPTRUST Financial Advisors's VistaShares Target 15 Berkshire Select Income ETF position peaked at $850K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.