Pin Oak Investment Advisors’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Pin Oak Investment 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	$37K	Buy	+2,000	New	+$37.2K	0.03%	246
2025 Q4	–	Sell	-225	Closed	-$4.33K	–	527
2025 Q3	$4.33K	Hold	225	–	–	﹤0.01%	441
2025 Q2	$4K	Buy	+225	New	+$4.29K	﹤0.01%	400

Other funds holding OMAH

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

Pin Oak Investment Advisors's OMAH Position: Q2 2026 in Review

Pin Oak Investment Advisors opened a new position in VistaShares Target 15 Berkshire Select Income ETF (OMAH) in Q2 2026: 2,000 shares worth $37K. The stake represents 0.03% of the portfolio and ranks #246 among its holdings. This is a return to the name: Pin Oak Investment Advisors previously reported a position in OMAH as recently as Q3 2025.

Pin Oak Investment Advisors first reported a position in OMAH in Q2 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

Pin Oak Investment Advisors held 2,000 shares of VistaShares Target 15 Berkshire Select Income ETF worth $37K as of Q2 2026.
VistaShares Target 15 Berkshire Select Income ETF was a new Pin Oak Investment Advisors position in Q2 2026.
VistaShares Target 15 Berkshire Select Income ETF made up 0.03% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #246 holding.
Pin Oak Investment Advisors first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q2 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 Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.