Navis Wealth Advisors’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Navis Wealth Advisors’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	$3.1M	Buy	+167,995	New	+$3.12M	1.17%	19

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

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 $102M AUM

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Navis Wealth Advisors's OMAH Position: Q2 2026 in Review

Navis Wealth Advisors opened a new position in VistaShares Target 15 Berkshire Select Income ETF (OMAH) in Q2 2026: 167,995 shares worth $3.1M. The stake represents 1.17% of the portfolio and ranks #19 among its holdings.

82 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

Navis Wealth Advisors held 167,995 shares of VistaShares Target 15 Berkshire Select Income ETF worth $3.1M as of Q2 2026.
VistaShares Target 15 Berkshire Select Income ETF was a new Navis Wealth Advisors position in Q2 2026.
VistaShares Target 15 Berkshire Select Income ETF made up 1.17% of Navis Wealth Advisors's portfolio in Q2 2026, its #19 holding.
82 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.