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
Q2 		$2.93M Buy
159,000
+119,000
+298% +$2.21M 0.9% 21
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Stifel Financial
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Tred Avon Family Wealth's OMAH Position: Q2 2026 in Review

Tred Avon Family Wealth increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 298% in Q2 2026, buying an estimated $2.21M and bringing the position to 159,000 shares worth $2.93M. The position accounts for 0.9% of the portfolio, ranked #21.

Tred Avon Family Wealth first reported a position in OMAH in Q1 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

  • Tred Avon Family Wealth held 159,000 shares of VistaShares Target 15 Berkshire Select Income ETF worth $2.93M as of Q2 2026.
  • Tred Avon Family Wealth bought 119,000 VistaShares Target 15 Berkshire Select Income ETF shares in Q2 2026, an estimated $2.21M.
  • VistaShares Target 15 Berkshire Select Income ETF made up 0.9% of Tred Avon Family Wealth's portfolio in Q2 2026, its #21 holding.
  • Tred Avon Family Wealth first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.