IMA Advisory Services’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

IMA Advisory Services’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	–	Sell	-30	Closed	-$540	–	1448
2026 Q1	$540	Hold	30	–	–	﹤0.01%	855
2025 Q4	$562	Buy	+30	New	+$570	﹤0.01%	852

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return

IMA Advisory Services's OMAH Position: Q2 2026 in Review

IMA Advisory Services sold out of VistaShares Target 15 Berkshire Select Income ETF (OMAH) in Q2 2026, closing a stake of 30 shares — an estimated $540 sold.

IMA Advisory Services first reported a position in OMAH in Q4 2025 and held it in 2 quarters. The position peaked at $562 in Q4 2025. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

IMA Advisory Services reported no remaining VistaShares Target 15 Berkshire Select Income ETF position as of Q2 2026 after selling out during the quarter.
IMA Advisory Services sold 30 VistaShares Target 15 Berkshire Select Income ETF shares in Q2 2026, an estimated $540.
IMA Advisory Services first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q4 2025 and held it in 2 quarters.
IMA Advisory Services's VistaShares Target 15 Berkshire Select Income ETF position peaked at $562 in Q4 2025.
90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.