Gladstone Institutional Advisory’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Gladstone Institutional Advisory’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
2025 Q4	–	Sell	-111,922	Closed	-$2.16M	–	853
2025 Q3	$2.16M	Buy	111,922 +1,120	+1%	+$21.7K	0.08%	232
2025 Q2	$2.14M	Buy	+110,802	New	+$2.11M	0.09%	234

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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

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

Sherry Group Mountain Home, Arkansas $102M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

Gladstone Institutional Advisory's OMAH Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of VistaShares Target 15 Berkshire Select Income ETF (OMAH) in Q4 2025, closing a stake of 111,922 shares — an estimated $2.16M sold.

Gladstone Institutional Advisory first reported a position in OMAH in Q2 2025 and held it in 2 quarters. The position peaked at $2.16M in Q3 2025. 58 funds tracked by Wall St. Rank hold OMAH as of Q4 2025.

Gladstone Institutional Advisory reported no remaining VistaShares Target 15 Berkshire Select Income ETF position as of Q4 2025 after selling out during the quarter.
Gladstone Institutional Advisory sold 111,922 VistaShares Target 15 Berkshire Select Income ETF shares in Q4 2025, an estimated $2.16M.
Gladstone Institutional Advisory first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q2 2025 and held it in 2 quarters.
Gladstone Institutional Advisory's VistaShares Target 15 Berkshire Select Income ETF position peaked at $2.16M in Q3 2025.
58 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.