WWM
OMAH

Westwood Wealth Management’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Westwood Wealth Management’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 		– Sell
-16,292
Closed -$305K – 130
2025
Q4 		$305K Buy
+16,292
New +$310K 0.23% 81

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

Westwood Wealth Management's OMAH Position: Q1 2026 in Review

Westwood Wealth Management sold out of VistaShares Target 15 Berkshire Select Income ETF (OMAH) in Q1 2026, closing a stake of 16,292 shares — an estimated $305K sold.

Westwood Wealth Management first reported a position in OMAH in Q4 2025 and held it in 1 quarter. The position peaked at $305K in Q4 2025. 68 funds tracked by Wall St. Rank hold OMAH as of Q1 2026.

  • Westwood Wealth Management reported no remaining VistaShares Target 15 Berkshire Select Income ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 16,292 VistaShares Target 15 Berkshire Select Income ETF shares in Q1 2026, an estimated $305K.
  • Westwood Wealth Management first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's VistaShares Target 15 Berkshire Select Income ETF position peaked at $305K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.