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 Q3	$107K	Buy	6,124 +225	+4%	+$4.16K	0.03%	100
2026 Q2	$109K	Buy	5,899 +217	+4%	+$4.03K	0.03%	104
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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return

SRH Advisors's OMAH Position: Q3 2026 in Review

SRH Advisors increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 3.8% in Q3 2026, buying an estimated $4.16K and bringing the position to 6,124 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #100.

SRH Advisors first reported a position in OMAH in Q2 2025 and has held it in 6 quarters since. The position peaked at $109K in Q2 2026. 57 funds tracked by Wall St. Rank hold OMAH as of Q3 2026.

SRH Advisors held 6,124 shares of VistaShares Target 15 Berkshire Select Income ETF worth $107K as of Q3 2026.
SRH Advisors bought 225 VistaShares Target 15 Berkshire Select Income ETF shares in Q3 2026, an estimated $4.16K.
VistaShares Target 15 Berkshire Select Income ETF made up 0.03% of SRH Advisors's portfolio in Q3 2026, its #100 holding.
SRH Advisors first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q2 2025 and has held it in 6 quarters since.
SRH Advisors's VistaShares Target 15 Berkshire Select Income ETF position peaked at $109K in Q2 2026.
57 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.