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

Merit 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 Q2	$19.5M	Buy	1,057,503 +27,641	+3%	+$514K	0.12%	152
2026 Q1	$18.6M	Buy	1,029,862 +95,007	+10%	+$1.75M	0.14%	130
2025 Q4	$17.5M	Buy	934,855 +27,503	+3%	+$523K	0.14%	123
2025 Q3	$17.5M	Buy	+907,352	New	+$17.6M	0.16%	113

Other funds holding OMAH

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $102M AUM

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Merit Financial Group's OMAH Position: Q2 2026 in Review

Merit Financial Group increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 2.7% in Q2 2026, buying an estimated $514K and bringing the position to 1,057,503 shares worth $19.5M. The position accounts for 0.12% of the portfolio, ranked #152.

Merit Financial Group first reported a position in OMAH in Q3 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

Merit Financial Group held 1,057,503 shares of VistaShares Target 15 Berkshire Select Income ETF worth $19.5M as of Q2 2026.
Merit Financial Group bought 27,641 VistaShares Target 15 Berkshire Select Income ETF shares in Q2 2026, an estimated $514K.
VistaShares Target 15 Berkshire Select Income ETF made up 0.12% of Merit Financial Group's portfolio in Q2 2026, its #152 holding.
Merit Financial Group first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q3 2025 and has held it in 4 quarters since.
12 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.