ACKYVistaShares Target 15 Berkshire Select Income ETF
Primarily seeks income.
By VistaShares Advisors LLC · Launched 2025
Annual Cost
0.95%
#5,033 of 6,040 · expensive
Fund Size
$48M
#3,789 of 6,040 · mid-size
Return (1Y)
-1.3%
Track Record
1 year
#4,619 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$9,961-0.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeRegion
North americaStrategy
Active selection
Index tracked
Solactive VistaShares Berkshire Select Index
Holdings
By weightConcentration
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+ yearsVolatility (1Y)
15.9%Moderate
Year-on-year price swings
Max drawdown
-14.6%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
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18