VWA
OMAH

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

Visionary Wealth 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 		$651K Buy
36,105
+21,598
+149% +$397K 0.03% 347
2025
Q4 		$272K Buy
14,507
+3,035
+26% +$57.7K 0.01% 517
2025
Q3 		$221K Buy
+11,472
New +$223K 0.01% 561

Other funds holding OMAH

MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 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 $38.8B AUM 21.88% 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 $810M AUM 29.04% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Visionary Wealth Advisors's OMAH Position: Q1 2026 in Review

Visionary Wealth Advisors increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 149% in Q1 2026, buying an estimated $397K and bringing the position to 36,105 shares worth $651K. The position accounts for 0.03% of the portfolio, ranked #347.

Visionary Wealth Advisors first reported a position in OMAH in Q3 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold OMAH as of Q1 2026.

  • Visionary Wealth Advisors held 36,105 shares of VistaShares Target 15 Berkshire Select Income ETF worth $651K as of Q1 2026.
  • Visionary Wealth Advisors bought 21,598 VistaShares Target 15 Berkshire Select Income ETF shares in Q1 2026, an estimated $397K.
  • VistaShares Target 15 Berkshire Select Income ETF made up 0.03% of Visionary Wealth Advisors's portfolio in Q1 2026, its #347 holding.
  • Visionary Wealth Advisors first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.