CRWM
OMAH

Castle Rock Wealth Management’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Castle Rock Wealth Management’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 		$208K Buy
+11,143
New +$207K 0.04% 267

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

Castle Rock Wealth Management's OMAH Position: Q2 2026 in Review

Castle Rock Wealth Management opened a new position in VistaShares Target 15 Berkshire Select Income ETF (OMAH) in Q2 2026: 11,143 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #267 among its holdings.

90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

  • Castle Rock Wealth Management held 11,143 shares of VistaShares Target 15 Berkshire Select Income ETF worth $208K as of Q2 2026.
  • VistaShares Target 15 Berkshire Select Income ETF was a new Castle Rock Wealth Management position in Q2 2026.
  • VistaShares Target 15 Berkshire Select Income ETF made up 0.04% of Castle Rock Wealth Management's portfolio in Q2 2026, its #267 holding.
  • 90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.