IWC
OMAH

Integrated Wealth Concepts’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Integrated Wealth Concepts’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 		$572K Buy
31,016
+3,676
+13% +$68.3K ﹤0.01% 1574
2026
Q1 		$493K Buy
27,340
+488
+2% +$8.98K ﹤0.01% 1554
2025
Q4 		$503K Sell
26,852
-2,086
-7% -$39.7K 0.01% 1081
2025
Q3 		$557K Buy
28,938
+3,122
+12% +$60.6K 0.01% 1283
2025
Q2 		$498K Buy
+25,816
New +$492K 0.01% 1273

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

Integrated Wealth Concepts's OMAH Position: Q2 2026 in Review

Integrated Wealth Concepts increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 13% in Q2 2026, buying an estimated $68.3K and bringing the position to 31,016 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Integrated Wealth Concepts first reported a position in OMAH in Q2 2025 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

  • Integrated Wealth Concepts held 31,016 shares of VistaShares Target 15 Berkshire Select Income ETF worth $572K as of Q2 2026.
  • Integrated Wealth Concepts bought 3,676 VistaShares Target 15 Berkshire Select Income ETF shares in Q2 2026, an estimated $68.3K.
  • VistaShares Target 15 Berkshire Select Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1574 holding.
  • Integrated Wealth Concepts first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.