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ACKYVistaShares Target 15 Berkshire Select Income ETF

Get incomeNewRanked #607 of 1,628 in this goal

Primarily seeks income.

By VistaShares Advisors LLC · Launched 2025

Annual Cost

0.01%

#120 of 5,573 · low cost

Fund Size

$48M

#3,611 of 5,573 · mid-size

Dividend YieldGoal

Track Record

9 months

#4,728 of 5,573 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,869-1.3%

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

Classification

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

Index tracked

Solactive VistaShares Berkshire Select Index

What it actually holds

By weight

Concentration

Top 10 holdings = 67.4% of fundconcentrated

Berkshire Hathaway Inc
11.2%
Apple Inc
10.3%
American Express Co
10.0%
N/A
8.1%
Coca-Cola Co/The
5.0%
Occidental Petroleum Corp
4.7%
Bank of America Corp
4.6%
Kraft Heinz Co/The
4.6%
Moody's Corp
4.5%
Kroger Co/The
4.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
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

Where to buy

Listing

Exchange
NYSE Arca

Full fund details

Objective
Primarily seeks income.
Strategy
Actively managed ETF investing in equity securities based on the Solactive VistaShares Berkshire Select Index, which includes 21 securities, primarily large-cap with some mid-cap. The Fund aims for an annual income target of 15% through options strategies, generating income by selling options on its Underlying Securities. The Adviser selects strategies to achieve income while allowing for capital appreciation. The Fund may also hold cash or U.S. Treasuries for collateral and income generation.
Inception date
September 8, 2025
Fund family
VistaShares Advisors LLC

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Covered call
Warning

Covered call ETF — yield ≠ total return

The high distribution yield is not free income — it comes from selling upside via call options. Research finds these strategies systematically underperform their underlying index over full cycles, typically by 100–300 basis points per year depending on the option-overlay design. The monthly distributions make the shortfall hard to see in return summaries.

Source: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)

Why we flagged this: strategy=option_income + option_income_strategy

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-06-20