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 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 $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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Creative Planning's OMAH Position: Q1 2026 in Review

Creative Planning reduced its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 3.2% in Q1 2026, selling an estimated $13.4K and leaving 21,802 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #3210.

Creative Planning first reported a position in OMAH in Q4 2025 and has held it in 2 quarters since. The position peaked at $422K in Q4 2025. 68 funds tracked by Wall St. Rank hold OMAH as of Q1 2026.

Creative Planning held 21,802 shares of VistaShares Target 15 Berkshire Select Income ETF worth $393K as of Q1 2026.
Creative Planning sold 726 VistaShares Target 15 Berkshire Select Income ETF shares in Q1 2026, an estimated $13.4K.
VistaShares Target 15 Berkshire Select Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3210 holding.
Creative Planning first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q4 2025 and has held it in 2 quarters since.
Creative Planning's VistaShares Target 15 Berkshire Select Income ETF position peaked at $422K in Q4 2025.
68 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.