LWM
OMAH

Lionshead Wealth Management’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Lionshead Wealth Management’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 		– Sell
-16,292
Closed -$294K – 121
2026
Q1 		$294K Hold
16,292
– – 0.22% 77
2025
Q4 		$305K Sell
16,292
-2,908
-15% -$55.3K 0.23% 81
2025
Q3 		$370K Hold
19,200
– – 0.29% 70
2025
Q2 		$371K Buy
+19,200
New +$366K 0.34% 67

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Stifel Financial
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM

Lionshead Wealth Management's OMAH Position: Q2 2026 in Review

Lionshead Wealth Management sold out of VistaShares Target 15 Berkshire Select Income ETF (OMAH) in Q2 2026, closing a stake of 16,292 shares — an estimated $294K sold.

Lionshead Wealth Management first reported a position in OMAH in Q2 2025 and held it in 4 quarters. The position peaked at $371K in Q2 2025. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

  • Lionshead Wealth Management reported no remaining VistaShares Target 15 Berkshire Select Income ETF position as of Q2 2026 after selling out during the quarter.
  • Lionshead Wealth Management sold 16,292 VistaShares Target 15 Berkshire Select Income ETF shares in Q2 2026, an estimated $294K.
  • Lionshead Wealth Management first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q2 2025 and held it in 4 quarters.
  • Lionshead Wealth Management's VistaShares Target 15 Berkshire Select Income ETF position peaked at $371K in Q2 2025.
  • 90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.