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
Q1 		$227K Buy
+12,600
New +$232K 0.02% 205

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

Convergence Financial's OMAH Position: Q1 2026 in Review

Convergence Financial opened a new position in VistaShares Target 15 Berkshire Select Income ETF (OMAH) in Q1 2026: 12,600 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #205 among its holdings.

68 funds tracked by Wall St. Rank hold OMAH as of Q1 2026.

  • Convergence Financial held 12,600 shares of VistaShares Target 15 Berkshire Select Income ETF worth $227K as of Q1 2026.
  • VistaShares Target 15 Berkshire Select Income ETF was a new Convergence Financial position in Q1 2026.
  • VistaShares Target 15 Berkshire Select Income ETF made up 0.02% of Convergence Financial's portfolio in Q1 2026, its #205 holding.
  • 68 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.