EWM
OMAH

Elevatus Welath Management’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Elevatus Welath Management’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 		$540K Hold
29,278
– – 0.13% 122
2026
Q1 		$528K Sell
29,278
-3,268
-10% -$60.1K 0.28% 68
2025
Q4 		$610K Buy
32,546
+11,200
+52% +$213K 0.17% 80
2025
Q3 		$411K Sell
21,346
-12,417
-37% -$241K 0.12% 86
2025
Q2 		$652K Buy
+33,763
New +$644K 0.22% 56

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

Elevatus Welath Management's OMAH Position: Q2 2026 in Review

Elevatus Welath Management held its VistaShares Target 15 Berkshire Select Income ETF (OMAH) position steady in Q2 2026 at 29,278 shares worth $540K. The position accounts for 0.13% of the portfolio, ranked #122.

Elevatus Welath Management first reported a position in OMAH in Q2 2025 and has held it in 5 quarters since. The position peaked at $652K in Q2 2025. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

  • Elevatus Welath Management held 29,278 shares of VistaShares Target 15 Berkshire Select Income ETF worth $540K as of Q2 2026.
  • Elevatus Welath Management left its VistaShares Target 15 Berkshire Select Income ETF share count unchanged in Q2 2026.
  • VistaShares Target 15 Berkshire Select Income ETF made up 0.13% of Elevatus Welath Management's portfolio in Q2 2026, its #122 holding.
  • Elevatus Welath Management first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Elevatus Welath Management's VistaShares Target 15 Berkshire Select Income ETF position peaked at $652K in Q2 2025.
  • 90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.