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
Q2 		$1.16M Buy
62,886
+6,586
+12% +$122K 0.01% 918
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 $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

D.A. Davidson & Co's OMAH Position: Q2 2026 in Review

D.A. Davidson & Co increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 12% in Q2 2026, buying an estimated $122K and bringing the position to 62,886 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #918.

D.A. Davidson & Co first reported a position in OMAH in Q3 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

  • D.A. Davidson & Co held 62,886 shares of VistaShares Target 15 Berkshire Select Income ETF worth $1.16M as of Q2 2026.
  • D.A. Davidson & Co bought 6,586 VistaShares Target 15 Berkshire Select Income ETF shares in Q2 2026, an estimated $122K.
  • VistaShares Target 15 Berkshire Select Income ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #918 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 4 quarters since.
  • 90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.