SPIA
OMAH

Steward Partners Investment Advisory’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Steward Partners Investment Advisory’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 		$506K Buy
28,075
+19,500
+227% +$359K ﹤0.01% 1522
2025
Q4 		$161K Buy
+8,575
New +$163K ﹤0.01% 2037

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 $1.57B AUM 25.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Steward Partners Investment Advisory's OMAH Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 227% in Q1 2026, buying an estimated $359K and bringing the position to 28,075 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Steward Partners Investment Advisory first reported a position in OMAH in Q4 2025 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold OMAH as of Q1 2026.

  • Steward Partners Investment Advisory held 28,075 shares of VistaShares Target 15 Berkshire Select Income ETF worth $506K as of Q1 2026.
  • Steward Partners Investment Advisory bought 19,500 VistaShares Target 15 Berkshire Select Income ETF shares in Q1 2026, an estimated $359K.
  • VistaShares Target 15 Berkshire Select Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1522 holding.
  • Steward Partners Investment Advisory first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.