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Investors have responded to fund’s approach allowing them to "Invest like Buffett" while active options overlay seeks an annual income target of 15%
SAN FRANCISCO & BOSTON & NEW YORK, May 01, 2025--(BUSINESS WIRE)--VistaShares, an innovative asset manager seeking to disrupt the status quo in thematic exposures, income investing, and more, is today celebrating the news that its VistaShares Target 15™ Berkshire Select Income ETF (OMAH) has passed $100 million in assets under management.
OMAH began trading on March 5th of this year, meaning the fund passed this significant milestone in just its first two months of trading.
OMAH has brought an entirely new approach to the fast-growing category of equity- and options-powered strategies as it provides investors with exposure to an equity portfolio designed to reflect a select group of the publicly disclosed investments of Berkshire Hathaway while an actively managed options overlay aims to achieve an annual income target of 15%, distributed 1.25% monthly.
"We built OMAH to be a core equity holding with the added benefit of monthly income potential," said Adam Patti, CEO of VistaShares. "We’ve been thrilled with the investor response to the fund and look forward to continuing to educate the marketplace on how an approach like this can fit into both core equity and income portfolios."
For more information and updates from VistaShares, please visit www.VistaShares.com and follow the firm on Linkedin @VistaShares, and on X @VistaSharesETFs.
About VistaShares
At VistaShares, we strive to deliver innovative investment solutions for today’s investors, helping them navigate evolving market opportunities with confidence. VistaShares ETFs are actively managed by industry and investment experts, offering two distinct strategies. Our Pure Exposure™ ETFs target technology-driven economic Supercycles™ that we believe are poised for significant growth. Additionally, our Target 15 ™option-based income ETFs are designed to generate high monthly income while complementing a core equity portfolio.
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call (844) 875-2288. Read the prospectus or summary prospectus carefully before investing.
Investing involves risk, including possible loss of principal.
Index / Strategy Risks. The Index’s holdings are derived from publicly available data, which may be delayed relative to the then current portfolio of Berkshire Hathaway. Consequently, the Fund’s holdings, which are based on the Index, may not accurately reflect Berkshire Hathaway’s most recent publicly-disclosed investment positions and may deviate substantially from its actual current Portfolio. The equity securities represented in the Index are subject to a range of risks, including, but not limited to, fluctuations in Market conditions, increased competition, and evolving regulatory environments, all of which could adversely affect their performance.