Private Wealth Asset Management’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Private Wealth Asset Management’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	$6.9K	Hold	374	–	–	﹤0.01%	756
2026 Q1	$6.74K	Hold	374	–	–	﹤0.01%	754
2025 Q4	$7.01K	Hold	374	–	–	﹤0.01%	736
2025 Q3	$7.2K	Buy	+374	New	+$7.25K	﹤0.01%	708

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

Private Wealth Asset Management's OMAH Position: Q2 2026 in Review

Private Wealth Asset Management held its VistaShares Target 15 Berkshire Select Income ETF (OMAH) position steady in Q2 2026 at 374 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Private Wealth Asset Management first reported a position in OMAH in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.2K in Q3 2025. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

Private Wealth Asset Management held 374 shares of VistaShares Target 15 Berkshire Select Income ETF worth $6.9K as of Q2 2026.
Private Wealth Asset Management left its VistaShares Target 15 Berkshire Select Income ETF share count unchanged in Q2 2026.
VistaShares Target 15 Berkshire Select Income ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #756 holding.
Private Wealth Asset Management first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q3 2025 and has held it in 4 quarters since.
Private Wealth Asset Management's VistaShares Target 15 Berkshire Select Income ETF position peaked at $7.2K in Q3 2025.
90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.