VistaShares Target 15 Berkshire Select Income ETF

OMAH

Market cap $520M

VistaShares Target 15 Berkshire Select Income ETF blends Buffett-style investing with a 15% annual income target via covered call strategies. OMAH selects top Berkshire Hathaway holdings and overlays dynamic options to generate high monthly distributions, appealing to income-focused investors. The fund's approach may tilt toward higher volatility stocks to sustain yield but generally mirrors BRK.B's high-quality portfolio.

VistaShares Target 15 Berkshire Select Income ETF's primary goal is to generate a high monthly income, targeting a 15% annual distribution. It achieves this by employing an active covered call ("buy-write") options strategy. The fund's core equity portfolio largely mirrors the top 20 stock holdings of Berkshire Hathaway, plus a direct allocation to BRK.B shares. OMAH offers a "synthetic dividend" for investors seeking cash flow from Warren Buffett's investment philosophy, which traditionally pays no dividend.

NEW YORK & SAN FRANCISCO & BOSTON--(BUSINESS WIRE)--VistaShares Target 15™ Berkshire Select Income ETF (OMAH) surpasses $500 million in AUM. Investors gravitate to its "Buffett + income" approach.

Just because you may not be worth $150-billion like Warren Buffett, doesn't mean you can't invest like him. VistaShares CEO Adam Patti sits down with CNBC's Dominic Chu to discuss his company's newest income-generating fund, which allows investors to trade like Buffett and Bill Ackman, but with 15% annual income, paid monthly.

SAN FRANCISCO & BOSTON & NEW YORK--(BUSINESS WIRE)--VistaShares introduces ACKY, adding to their suite of core equity plus income ETF offerings.

VistaShares CEO Adam Patti sits down with CNBC's Dom Chu to discuss the launch of the firm's newest ETF VistaShares Target 15tm ACKtivist Distribution ETF. The fund follows Pershing Square Capital's publicly disclosed holdings while promising a 15% annual income distributed monthly.

The ETF market is more crowded than ever. With well over 4,000 U.S.-listed ETFs — more funds than U.S. stocks — differentiation has become its own strategy.

The Undercovered Dozen spotlights 12 lesser-known stocks and ETFs, offering fresh investment ideas and sparking community discussion. AMLP, YMAX, NIO, Devon Energy, STRK, and Canadian Natural Resources are rated buy or strong buy. OMAH, MSTY, D-Wave Quantum, SCD, and IBIT are rated hold.

OMAH ETF targets a 15% annual yield using covered calls on Berkshire's top holdings, appealing to income-focused fans of Warren Buffett. I am skeptical due to capped upside from covered calls, a high expense ratio, and a lack of performance history. I rate OMAH a Hold and advise waiting for management to prove itself through varied market cycles before investing.

OMAH is an ETF built on Berkshire Hathaway's securities portfolio. It earns a high 15% distribution yield selling covered calls on the portfolio. Berkshire's investment approach and long-term value focus argue that its stock portfolio should rise long term. So, OMAH's covered call writing should hold back long term gains.