DADC
OMAH

D.A. Davidson & Co’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

D.A. Davidson & Co’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 		$1.01M Buy
56,300
+11,058
+24% +$203K 0.01% 926
2025
Q4 		$848K Buy
45,242
+26,595
+143% +$506K 0.01% 952
2025
Q3 		$359K Buy
+18,647
New +$362K ﹤0.01% 1246

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

D.A. Davidson & Co's OMAH Position: Q1 2026 in Review

D.A. Davidson & Co increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 24% in Q1 2026, buying an estimated $203K and bringing the position to 56,300 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #926.

D.A. Davidson & Co first reported a position in OMAH in Q3 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold OMAH as of Q1 2026.

  • D.A. Davidson & Co held 56,300 shares of VistaShares Target 15 Berkshire Select Income ETF worth $1.01M as of Q1 2026.
  • D.A. Davidson & Co bought 11,058 VistaShares Target 15 Berkshire Select Income ETF shares in Q1 2026, an estimated $203K.
  • VistaShares Target 15 Berkshire Select Income ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #926 holding.
  • D.A. Davidson & Co first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.