KAS
OMAH

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

Kestra 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
Q1 		$1.35M Buy
74,720
+16,824
+29% +$309K 0.01% 1538
2025
Q4 		$1.08M Buy
+57,896
New +$1.1M ﹤0.01% 1598

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

Kestra Advisory Services's OMAH Position: Q1 2026 in Review

Kestra Advisory Services increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 29% in Q1 2026, buying an estimated $309K and bringing the position to 74,720 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #1538.

Kestra Advisory Services first reported a position in OMAH in Q4 2025 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold OMAH as of Q1 2026.

  • Kestra Advisory Services held 74,720 shares of VistaShares Target 15 Berkshire Select Income ETF worth $1.35M as of Q1 2026.
  • Kestra Advisory Services bought 16,824 VistaShares Target 15 Berkshire Select Income ETF shares in Q1 2026, an estimated $309K.
  • VistaShares Target 15 Berkshire Select Income ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1538 holding.
  • Kestra Advisory Services first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.