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

NewEdge 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	$663K	Buy	35,948 +8,644	+32%	+$161K	﹤0.01%	1948
2026 Q1	$492K	Buy	27,304 +520	+2%	+$9.56K	﹤0.01%	2006
2025 Q4	$502K	Buy	26,784 +880	+3%	+$16.7K	﹤0.01%	1966
2025 Q3	$499K	Buy	25,904 +7,327	+39%	+$142K	﹤0.01%	1813
2025 Q2	$359K	Buy	+18,577	New	+$354K	﹤0.01%	1907

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $102M AUM

NewEdge Advisors's OMAH Position: Q2 2026 in Review

NewEdge Advisors increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 32% in Q2 2026, buying an estimated $161K and bringing the position to 35,948 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

NewEdge Advisors first reported a position in OMAH in Q2 2025 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

NewEdge Advisors held 35,948 shares of VistaShares Target 15 Berkshire Select Income ETF worth $663K as of Q2 2026.
NewEdge Advisors bought 8,644 VistaShares Target 15 Berkshire Select Income ETF shares in Q2 2026, an estimated $161K.
VistaShares Target 15 Berkshire Select Income ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1948 holding.
NewEdge Advisors first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q2 2025 and has held it in 5 quarters since.
90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.