VistaShares Target 15 Berkshire Select Income ETF offers a 15% yield via an options strategy on Berkshire Hathaway's top holdings. OMAH's income and NAV have been stable, but its total returns lag peers and the S&P 500, especially during strong market rallies. The ETF's high expense ratio (0.95%) and lower Technology exposure limit its appeal versus lower-cost, better-performing competitors.
The VistaShares Target 15 Berkshire Select Income ETF is my second favorite covered call ETF, closely following MLPI. OMAH constructs its portfolio from the top 20 Berkshire Hathaway holdings, with a ~10% allocation to BRK.B itself. The fund employs out-of-the-money covered calls on individual holdings, targeting a 15% annualized yield with dynamic management.
The pitch for the VistaShares Target 15 Berkshire Select Income ETF (NYSEARCA:OMAH) is almost too clever to ignore.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 70,514 | $1.3M | $1.31M | $11,280.4 | 0.87% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,619 | $142,324.72 | $140,951.5 | -$1,373.22 | -0.96% |
Daniel Russell Naviter Wealth LLC | 29,830 | $557,224.4 | $554,838 | -$2,386.4 | -0.43% |
Richard Slavik Newbridge Financial Services Group Inc. | 2,619 | $48,922.92 | $48,661.02 | -$261.9 | -0.54% |
Kimberly Cappellano Private Wealth Asset Management LLC | 374 | $7,203 | $6,967.62 | -$235.38 | -3.27% |