Second Half Financial Partners’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Second Half Financial Partners’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	$16M	Hold	865,716	–	–	6.54%	6
2026 Q1	$15.6M	Hold	865,716	–	–	7.02%	6
2025 Q4	$16.2M	Hold	865,716	–	–	7.2%	6
2025 Q3	$16.7M	Buy	865,716 +1,645	+0.2%	+$31.9K	7.35%	5
2025 Q2	$16.7M	Buy	+864,071	New	+$16.5M	7.86%	5

Other funds holding OMAH

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Second Half Financial Partners's OMAH Position: Q2 2026 in Review

Second Half Financial Partners held its VistaShares Target 15 Berkshire Select Income ETF (OMAH) position steady in Q2 2026 at 865,716 shares worth $16M. The position accounts for 6.54% of the portfolio, ranked #6.

Second Half Financial Partners first reported a position in OMAH in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.7M in Q2 2025. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

Second Half Financial Partners held 865,716 shares of VistaShares Target 15 Berkshire Select Income ETF worth $16M as of Q2 2026.
Second Half Financial Partners left its VistaShares Target 15 Berkshire Select Income ETF share count unchanged in Q2 2026.
VistaShares Target 15 Berkshire Select Income ETF made up 6.54% of Second Half Financial Partners's portfolio in Q2 2026, its #6 holding.
Second Half Financial Partners first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q2 2025 and has held it in 5 quarters since.
Second Half Financial Partners's VistaShares Target 15 Berkshire Select Income ETF position peaked at $16.7M in Q2 2025.
90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.