CF
OMAH

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

Convergence Financial’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 		– Sell
-12,600
Closed -$227K – 302
2026
Q1 		$227K Buy
+12,600
New +$232K 0.02% 205

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

Convergence Financial's OMAH Position: Q2 2026 in Review

Convergence Financial sold out of VistaShares Target 15 Berkshire Select Income ETF (OMAH) in Q2 2026, closing a stake of 12,600 shares — an estimated $227K sold.

Convergence Financial first reported a position in OMAH in Q1 2026 and held it in 1 quarter. The position peaked at $227K in Q1 2026. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

  • Convergence Financial reported no remaining VistaShares Target 15 Berkshire Select Income ETF position as of Q2 2026 after selling out during the quarter.
  • Convergence Financial sold 12,600 VistaShares Target 15 Berkshire Select Income ETF shares in Q2 2026, an estimated $227K.
  • Convergence Financial first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q1 2026 and held it in 1 quarter.
  • Convergence Financial's VistaShares Target 15 Berkshire Select Income ETF position peaked at $227K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.