BCI
WEEL

Brinker Capital Investments’s Peerless Option Income Wheel ETF WEEL Stock Holding History

Brinker Capital Investments’s Portfolio WEEL Stock Details WEEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-260,560
Closed -$5.06M – 2157
2026
Q1 		$5.06M Sell
260,560
-69,156
-21% -$1.39M 0.04% 357
2025
Q4 		$6.61M Buy
329,716
+170,778
+107% +$3.48M 0.05% 342
2025
Q3 		$3.18M Buy
+158,938
New +$3.18M 0.02% 599

Other funds holding WEEL

GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Brinker Capital Investments's WEEL Position: Q2 2026 in Review

Brinker Capital Investments sold out of Peerless Option Income Wheel ETF (WEEL) in Q2 2026, closing a stake of 260,560 shares — an estimated $5.06M sold.

Brinker Capital Investments first reported a position in WEEL in Q3 2025 and held it in 3 quarters. The position peaked at $6.61M in Q4 2025. 7 funds tracked by Wall St. Rank hold WEEL as of Q2 2026.

  • Brinker Capital Investments reported no remaining Peerless Option Income Wheel ETF position as of Q2 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 260,560 Peerless Option Income Wheel ETF shares in Q2 2026, an estimated $5.06M.
  • Brinker Capital Investments first reported a position in Peerless Option Income Wheel ETF in Q3 2025 and held it in 3 quarters.
  • Brinker Capital Investments's Peerless Option Income Wheel ETF position peaked at $6.61M in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Peerless Option Income Wheel ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.