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
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 $455M AUM 25.41% 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
EFA
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Brinker Capital Investments's WEEL Position: Q1 2026 in Review

Brinker Capital Investments reduced its Peerless Option Income Wheel ETF (WEEL) stake by 21% in Q1 2026, selling an estimated $1.39M and leaving 260,560 shares worth $5.06M. The position accounts for 0.04% of the portfolio, ranked #357.

Brinker Capital Investments first reported a position in WEEL in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.61M in Q4 2025. 6 funds tracked by Wall St. Rank hold WEEL as of Q1 2026.

  • Brinker Capital Investments held 260,560 shares of Peerless Option Income Wheel ETF worth $5.06M as of Q1 2026.
  • Brinker Capital Investments sold 69,156 Peerless Option Income Wheel ETF shares in Q1 2026, an estimated $1.39M.
  • Peerless Option Income Wheel ETF made up 0.04% of Brinker Capital Investments's portfolio in Q1 2026, its #357 holding.
  • Brinker Capital Investments first reported a position in Peerless Option Income Wheel ETF in Q3 2025 and has held it in 3 quarters since.
  • Brinker Capital Investments's Peerless Option Income Wheel ETF position peaked at $6.61M in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Peerless Option Income Wheel ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.