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 Q2	$1.65M	Buy	89,283 +56,076	+169%	+$1.04M	0.02%	661
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 $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

Kestra Private Wealth Services's OMAH Position: Q2 2026 in Review

Kestra Private Wealth Services increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 169% in Q2 2026, buying an estimated $1.04M and bringing the position to 89,283 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #661.

Kestra Private Wealth Services 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.

Kestra Private Wealth Services held 89,283 shares of VistaShares Target 15 Berkshire Select Income ETF worth $1.65M as of Q2 2026.
Kestra Private Wealth Services bought 56,076 VistaShares Target 15 Berkshire Select Income ETF shares in Q2 2026, an estimated $1.04M.
VistaShares Target 15 Berkshire Select Income ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #661 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 5 quarters since.
90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.