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
Q2 		$800K Buy
43,379
+489
+1% +$9.09K ﹤0.01% 1861
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 $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

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

CAPTRUST Financial Advisors increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 1.1% in Q2 2026, buying an estimated $9.09K and bringing the position to 43,379 shares worth $800K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

CAPTRUST Financial Advisors first reported a position in OMAH in Q3 2025 and has held it in 4 quarters since. The position peaked at $850K in Q3 2025. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

  • CAPTRUST Financial Advisors held 43,379 shares of VistaShares Target 15 Berkshire Select Income ETF worth $800K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 489 VistaShares Target 15 Berkshire Select Income ETF shares in Q2 2026, an estimated $9.09K.
  • VistaShares Target 15 Berkshire Select Income ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1861 holding.
  • CAPTRUST Financial Advisors first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q3 2025 and has held it in 4 quarters since.
  • CAPTRUST Financial Advisors's VistaShares Target 15 Berkshire Select Income ETF position peaked at $850K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

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