TAFW
OMAH

Tred Avon Family Wealth’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Tred Avon Family Wealth’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 		$721K Buy
+40,000
New +$736K 0.24% 125

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
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

Tred Avon Family Wealth's OMAH Position: Q1 2026 in Review

Tred Avon Family Wealth opened a new position in VistaShares Target 15 Berkshire Select Income ETF (OMAH) in Q1 2026: 40,000 shares worth $721K. The stake represents 0.24% of the portfolio and ranks #125 among its holdings.

68 funds tracked by Wall St. Rank hold OMAH as of Q1 2026.

  • Tred Avon Family Wealth held 40,000 shares of VistaShares Target 15 Berkshire Select Income ETF worth $721K as of Q1 2026.
  • VistaShares Target 15 Berkshire Select Income ETF was a new Tred Avon Family Wealth position in Q1 2026.
  • VistaShares Target 15 Berkshire Select Income ETF made up 0.24% of Tred Avon Family Wealth's portfolio in Q1 2026, its #125 holding.
  • 68 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.