Creative Planning’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Creative Planning’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	$392K	Sell	21,231 -571	-3%	-$10.6K	﹤0.01%	3378
2026 Q1	$393K	Sell	21,802 -726	-3%	-$13.4K	﹤0.01%	3210
2025 Q4	$422K	Buy	+22,528	New	+$428K	﹤0.01%	2981

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

Creative Planning's OMAH Position: Q2 2026 in Review

Creative Planning reduced its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 2.6% in Q2 2026, selling an estimated $10.6K and leaving 21,231 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #3378.

Creative Planning first reported a position in OMAH in Q4 2025 and has held it in 3 quarters since. The position peaked at $422K in Q4 2025. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

Creative Planning held 21,231 shares of VistaShares Target 15 Berkshire Select Income ETF worth $392K as of Q2 2026.
Creative Planning sold 571 VistaShares Target 15 Berkshire Select Income ETF shares in Q2 2026, an estimated $10.6K.
VistaShares Target 15 Berkshire Select Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3378 holding.
Creative Planning first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q4 2025 and has held it in 3 quarters since.
Creative Planning's VistaShares Target 15 Berkshire Select Income ETF position peaked at $422K in Q4 2025.
90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.