KPWS
OMAH

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

Kestra Private Wealth 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 		$598K Buy
33,207
+15,588
+88% +$287K 0.01% 1110
2025
Q4 		$330K Sell
17,619
-315
-2% -$5.99K ﹤0.01% 1377
2025
Q3 		$345K Buy
17,934
+3,975
+28% +$77.1K ﹤0.01% 1289
2025
Q2 		$269K Buy
+13,959
New +$266K ﹤0.01% 1341

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

Kestra Private Wealth Services's OMAH Position: Q1 2026 in Review

Kestra Private Wealth Services increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 88% in Q1 2026, buying an estimated $287K and bringing the position to 33,207 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #1110.

Kestra Private Wealth Services first reported a position in OMAH in Q2 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold OMAH as of Q1 2026.

  • Kestra Private Wealth Services held 33,207 shares of VistaShares Target 15 Berkshire Select Income ETF worth $598K as of Q1 2026.
  • Kestra Private Wealth Services bought 15,588 VistaShares Target 15 Berkshire Select Income ETF shares in Q1 2026, an estimated $287K.
  • VistaShares Target 15 Berkshire Select Income ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1110 holding.
  • Kestra Private Wealth Services first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.