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

SRH 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 Q1	$102K	Buy	5,682 +211	+4%	+$3.88K	0.03%	99
2025 Q4	$103K	Buy	5,471 +201	+4%	+$3.82K	0.03%	101
2025 Q3	$102K	Buy	5,270 +2,169	+70%	+$42.1K	0.03%	101
2025 Q2	$59.9K	Buy	+3,101	New	+$59.1K	0.02%	119

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $102M AUM

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SRH Advisors's OMAH Position: Q1 2026 in Review

SRH Advisors increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 3.9% in Q1 2026, buying an estimated $3.88K and bringing the position to 5,682 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #99.

SRH Advisors first reported a position in OMAH in Q2 2025 and has held it in 4 quarters since. The position peaked at $103K in Q4 2025. 68 funds tracked by Wall St. Rank hold OMAH as of Q1 2026.

SRH Advisors held 5,682 shares of VistaShares Target 15 Berkshire Select Income ETF worth $102K as of Q1 2026.
SRH Advisors bought 211 VistaShares Target 15 Berkshire Select Income ETF shares in Q1 2026, an estimated $3.88K.
VistaShares Target 15 Berkshire Select Income ETF made up 0.03% of SRH Advisors's portfolio in Q1 2026, its #99 holding.
SRH Advisors first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q2 2025 and has held it in 4 quarters since.
SRH Advisors's VistaShares Target 15 Berkshire Select Income ETF position peaked at $103K in Q4 2025.
68 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.