Albion Financial Group’s Peerless Option Income Wheel ETF WEEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-147
Closed -$2.85K 703
2024
Q4
$2.85K Buy
+147
New +$3.02K ﹤0.01% 523

Albion Financial Group's WEEL Position: Q1 2025 in Review

Albion Financial Group sold out of Peerless Option Income Wheel ETF (WEEL) in Q1 2025, closing a stake of 147 shares — an estimated $2.85K sold.

Albion Financial Group first reported a position in WEEL in Q4 2024 and held it in 1 quarter. The position peaked at $2.85K in Q4 2024. 0 funds tracked by Wall St. Rank hold WEEL as of Q1 2025.

  • Albion Financial Group reported no remaining Peerless Option Income Wheel ETF position as of Q1 2025 after selling out during the quarter.
  • Albion Financial Group sold 147 Peerless Option Income Wheel ETF shares in Q1 2025, an estimated $2.85K.
  • Albion Financial Group first reported a position in Peerless Option Income Wheel ETF in Q4 2024 and held it in 1 quarter.
  • Albion Financial Group's Peerless Option Income Wheel ETF position peaked at $2.85K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held Peerless Option Income Wheel ETF as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.