Beaumont Financial Advisors LLC Lowers Stock Holdings in VistaShares Target 15 Berkshire Select Income ETF $OMAH

Beaumont Financial Advisors LLC lowered its holdings in VistaShares Target 15 Berkshire Select Income ETF (NYSEARCA:OMAH) by 68.9% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 255,691 shares of the company’s stock after selling 565,304 shares during the period. Beaumont Financial Advisors LLC owned approximately 0.64% of VistaShares Target 15 Berkshire Select Income ETF worth $4,608,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Sherry Group Inc. purchased a new stake in shares of VistaShares Target 15 Berkshire Select Income ETF during the fourth quarter worth approximately $1,872,000. Janney Montgomery Scott LLC purchased a new stake in shares of VistaShares Target 15 Berkshire Select Income ETF in the 1st quarter valued at approximately $335,000. Farther Finance Advisors LLC acquired a new stake in shares of VistaShares Target 15 Berkshire Select Income ETF in the 4th quarter valued at $213,000. NewEdge Advisors LLC raised its holdings in shares of VistaShares Target 15 Berkshire Select Income ETF by 39.4% in the 3rd quarter. NewEdge Advisors LLC now owns 25,904 shares of the company’s stock valued at $499,000 after purchasing an additional 7,327 shares in the last quarter. Finally, Hollencrest Capital Management purchased a new stake in shares of VistaShares Target 15 Berkshire Select Income ETF during the 4th quarter worth $25,000.

VistaShares Target 15 Berkshire Select Income ETF Trading Up 0.6%

Shares of OMAH stock opened at $19.03 on Thursday. The company has a market cap of $940.46 million, a P/E ratio of 17.41 and a beta of 0.29. The firm has a fifty day moving average price of $18.75 and a 200 day moving average price of $18.53. VistaShares Target 15 Berkshire Select Income ETF has a 12 month low of $17.82 and a 12 month high of $19.72.

VistaShares Target 15 Berkshire Select Income ETF Company Profile

The VistaShares Target 15 Berkshire Select Income ETF (OMAH) is an exchange-traded fund that mostly invests in large cap equity. The fund actively manages a narrow portfolio of securities selected from Berkshire Hathaway positions, while employing a covered call strategy. Index constituents primarily consist of US large-cap stocks OMAH was launched on Mar 5, 2025 and is issued by VistaShares.