PI
OMAH icon

PFG Investments’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

PFG Investments’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 		$750K Buy
40,699
+9,335
+30% +$173K 0.03% 500
2026
Q1 		$565K Buy
31,364
+3,792
+14% +$69.7K 0.03% 554
2025
Q4 		$517K Buy
+27,572
New +$524K 0.02% 562

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 $107M AUM 11.17% 1-Year Est. Return

PFG Investments's OMAH Position: Q2 2026 in Review

PFG Investments increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 30% in Q2 2026, buying an estimated $173K and bringing the position to 40,699 shares worth $750K. The position accounts for 0.03% of the portfolio, ranked #500.

PFG Investments first reported a position in OMAH in Q4 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

  • PFG Investments held 40,699 shares of VistaShares Target 15 Berkshire Select Income ETF worth $750K as of Q2 2026.
  • PFG Investments bought 9,335 VistaShares Target 15 Berkshire Select Income ETF shares in Q2 2026, an estimated $173K.
  • VistaShares Target 15 Berkshire Select Income ETF made up 0.03% of PFG Investments's portfolio in Q2 2026, its #500 holding.
  • PFG Investments first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q4 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 PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.