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
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 $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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Integrated Wealth Concepts's OMAH Position: Q1 2026 in Review

Integrated Wealth Concepts increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 1.8% in Q1 2026, buying an estimated $8.98K and bringing the position to 27,340 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Integrated Wealth Concepts first reported a position in OMAH in Q2 2025 and has held it in 4 quarters since. The position peaked at $557K in Q3 2025. 68 funds tracked by Wall St. Rank hold OMAH as of Q1 2026.

  • Integrated Wealth Concepts held 27,340 shares of VistaShares Target 15 Berkshire Select Income ETF worth $493K as of Q1 2026.
  • Integrated Wealth Concepts bought 488 VistaShares Target 15 Berkshire Select Income ETF shares in Q1 2026, an estimated $8.98K.
  • VistaShares Target 15 Berkshire Select Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1554 holding.
  • Integrated Wealth Concepts first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's VistaShares Target 15 Berkshire Select Income ETF position peaked at $557K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.