Commonwealth Equity Services’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Commonwealth Equity Services’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	$1.3M	Buy	+70,514	New	+$1.31M	﹤0.01%	2498
2026 Q1	–	Sell	-12,928	Closed	-$242K	–	4493
2025 Q4	$242K	Buy	+12,928	New	+$246K	﹤0.01%	3822

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $102M AUM

Commonwealth Equity Services's OMAH Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in VistaShares Target 15 Berkshire Select Income ETF (OMAH) in Q2 2026: 70,514 shares worth $1.3M. The stake represents ﹤0.01% of the portfolio and ranks #2498 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in OMAH as recently as Q4 2025.

Commonwealth Equity Services first reported a position in OMAH in Q4 2025 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

Commonwealth Equity Services held 70,514 shares of VistaShares Target 15 Berkshire Select Income ETF worth $1.3M as of Q2 2026.
VistaShares Target 15 Berkshire Select Income ETF was a new Commonwealth Equity Services position in Q2 2026.
VistaShares Target 15 Berkshire Select Income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2498 holding.
Commonwealth Equity Services first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q4 2025 and has held it in 2 quarters since.
90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.