OMAH – VistaShares Trgt 15 Berkshire Sel IncETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks income, and secondarily, long term capital appreciation. The fund’s strategy involves two components: (1) investing in a portfolio of equity securities based on the Solactive VistaShares Berkshire Select Index (the “Equity Strategy”); and (2) generating income through an options portfolio (the “Options Strategies”). The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
OMAH	VistaShares Target 15 Berkshire Select Income ETF	ETF	Open	—		Mar 4, 2025	$1.10B	0.980%	—	—	$511.69M

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