MSFP
OMAH

Mark Sheptoff Financial Planning’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Mark Sheptoff Financial Planning’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 		$5.94K Buy
319
+15
+5% +$276 ﹤0.01% 414
2025
Q4 		$5.69K Buy
304
+4
+1% +$76 ﹤0.01% 417
2025
Q3 		$5.78K Hold
300
– – ﹤0.01% 398
2025
Q2 		$5.79K Buy
+300
New +$5.72K ﹤0.01% 388

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
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 $888M AUM 32.21% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Mark Sheptoff Financial Planning's OMAH Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 4.9% in Q1 2026, buying an estimated $276 and bringing the position to 319 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Mark Sheptoff Financial Planning 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.

  • Mark Sheptoff Financial Planning held 319 shares of VistaShares Target 15 Berkshire Select Income ETF worth $5.94K as of Q1 2026.
  • Mark Sheptoff Financial Planning bought 15 VistaShares Target 15 Berkshire Select Income ETF shares in Q1 2026, an estimated $276.
  • VistaShares Target 15 Berkshire Select Income ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #414 holding.
  • Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.