CCM
WEEL

Crew Capital Management’s Peerless Option Income Wheel ETF WEEL Stock Holding History

Crew Capital Management’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 		$707K Buy
35,602
+4,246
+14% +$85.9K 0.39% 63
2026
Q1 		$609K Buy
31,356
+3,964
+14% +$79.8K 0.4% 67
2025
Q4 		$549K Buy
27,392
+4,639
+20% +$94.5K 0.35% 68
2025
Q3 		$455K Buy
22,753
+1,618
+8% +$32.4K 0.3% 71
2025
Q2 		$410K Buy
+21,135
New +$396K 0.29% 79

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
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

Crew Capital Management's WEEL Position: Q2 2026 in Review

Crew Capital Management increased its Peerless Option Income Wheel ETF (WEEL) stake by 14% in Q2 2026, buying an estimated $85.9K and bringing the position to 35,602 shares worth $707K. The position accounts for 0.39% of the portfolio, ranked #63.

Crew Capital Management first reported a position in WEEL in Q2 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold WEEL as of Q2 2026.

  • Crew Capital Management held 35,602 shares of Peerless Option Income Wheel ETF worth $707K as of Q2 2026.
  • Crew Capital Management bought 4,246 Peerless Option Income Wheel ETF shares in Q2 2026, an estimated $85.9K.
  • Peerless Option Income Wheel ETF made up 0.39% of Crew Capital Management's portfolio in Q2 2026, its #63 holding.
  • Crew Capital Management first reported a position in Peerless Option Income Wheel ETF in Q2 2025 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held Peerless Option Income Wheel ETF as of Q2 2026.

Based on Crew Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.