Larson Financial Group
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Larson Financial Group’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Larson Financial Group’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
Q3 		$2.1M Buy
120,193
+3,500
+3% +$64.8K 0.05% 253
2026
Q2 		$2.15M Buy
+116,693
New +$2.17M 0.06% 246

Other funds holding OMAH

Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Navis Wealth Advisors
Navis Wealth Advisors Rye Brook, New York $269M AUM 20.5% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Larson Financial Group's OMAH Position: Q3 2026 in Review

Larson Financial Group increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 3% in Q3 2026, buying an estimated $64.8K and bringing the position to 120,193 shares worth $2.1M. The position accounts for 0.05% of the portfolio, ranked #253.

Larson Financial Group first reported a position in OMAH in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.15M in Q2 2026. 91 funds tracked by Wall St. Rank hold OMAH as of Q3 2026.

  • Larson Financial Group held 120,193 shares of VistaShares Target 15 Berkshire Select Income ETF worth $2.1M as of Q3 2026.
  • Larson Financial Group bought 3,500 VistaShares Target 15 Berkshire Select Income ETF shares in Q3 2026, an estimated $64.8K.
  • VistaShares Target 15 Berkshire Select Income ETF made up 0.05% of Larson Financial Group's portfolio in Q3 2026, its #253 holding.
  • Larson Financial Group first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Larson Financial Group's VistaShares Target 15 Berkshire Select Income ETF position peaked at $2.15M in Q2 2026.
  • 91 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.