NW
OMAH

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

Naviter Wealth’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 		– Sell
-18,130
Closed -$340K – 289
2025
Q4 		$340K Buy
18,130
+1,705
+10% +$32.4K 0.04% 222
2025
Q3 		$316K Buy
+16,425
New +$319K 0.04% 232

Other funds holding OMAH

MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 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 $810M AUM 29.04% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Naviter Wealth's OMAH Position: Q1 2026 in Review

Naviter Wealth sold out of VistaShares Target 15 Berkshire Select Income ETF (OMAH) in Q1 2026, closing a stake of 18,130 shares — an estimated $340K sold.

Naviter Wealth first reported a position in OMAH in Q3 2025 and held it in 2 quarters. The position peaked at $340K in Q4 2025. 68 funds tracked by Wall St. Rank hold OMAH as of Q1 2026.

  • Naviter Wealth reported no remaining VistaShares Target 15 Berkshire Select Income ETF position as of Q1 2026 after selling out during the quarter.
  • Naviter Wealth sold 18,130 VistaShares Target 15 Berkshire Select Income ETF shares in Q1 2026, an estimated $340K.
  • Naviter Wealth first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q3 2025 and held it in 2 quarters.
  • Naviter Wealth's VistaShares Target 15 Berkshire Select Income ETF position peaked at $340K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.