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ACKYVistaShares Target 15 Berkshire Select Income ETF

Get incomeNewRanked #1,292 of 1,650 in this goal

Primarily seeks income.

By VistaShares Advisors LLC · Launched 2025

Annual Cost

0.95%

#4,882 of 5,861 · expensive

Fund Size

$48M

#3,682 of 5,861 · mid-size

Dividend YieldGoal

Track Record

11 months

#4,615 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,093+0.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Active selection

Index tracked

Solactive VistaShares Berkshire Select Index

What it actually holds

By weight

Concentration

Top 10 holdings = 61.9% of fundconcentrated

Apple Inc
10.0%
Berkshire Hathaway Inc
9.0%
American Express Co
8.4%
Occidental Petroleum Corp
5.8%
Alphabet Inc
5.4%
Coca-Cola Co/The
5.0%
Bank of America Corp
4.7%
Chevron Corp
4.6%
DaVita Inc
4.5%
Moody's Corp
4.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-14.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Primarily seeks income.
Strategy
Actively managed ETF that seeks income and long-term capital appreciation through a portfolio of equity securities based on the Solactive VistaShares Berkshire Select Index and income generation via Options Strategies. Targets an annual income of 15%.
Inception date
September 8, 2025
Fund family
VistaShares Advisors LLC

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Data updated on 2026-08-04