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
Q2 		$550K Buy
+29,830
New +$554K 0.05% 210
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 $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

Naviter Wealth's OMAH Position: Q2 2026 in Review

Naviter Wealth opened a new position in VistaShares Target 15 Berkshire Select Income ETF (OMAH) in Q2 2026: 29,830 shares worth $550K. The stake represents 0.05% of the portfolio and ranks #210 among its holdings. This is a return to the name: Naviter Wealth previously reported a position in OMAH as recently as Q4 2025.

Naviter Wealth first reported a position in OMAH in Q3 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

  • Naviter Wealth held 29,830 shares of VistaShares Target 15 Berkshire Select Income ETF worth $550K as of Q2 2026.
  • VistaShares Target 15 Berkshire Select Income ETF was a new Naviter Wealth position in Q2 2026.
  • VistaShares Target 15 Berkshire Select Income ETF made up 0.05% of Naviter Wealth's portfolio in Q2 2026, its #210 holding.
  • Naviter Wealth first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.