Evernest Financial Advisors’s Peerless Option Income Wheel ETF WEEL Stock Holding History

Evernest Financial Advisors’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	$290K	Buy	14,300 +434	+3%	+$8.74K	0.06%	151
2025 Q4	$280K	Buy	+13,866	New	+$282K	0.06%	146

Other funds holding WEEL

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

CCM

Crew Capital Management Cincinnati, Ohio $151M AUM 20.49% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Evernest Financial Advisors's WEEL Position: Q1 2026 in Review

Evernest Financial Advisors increased its Peerless Option Income Wheel ETF (WEEL) stake by 3.1% in Q1 2026, buying an estimated $8.74K and bringing the position to 14,300 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #151.

Evernest Financial Advisors first reported a position in WEEL in Q4 2025 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold WEEL as of Q1 2026.

Evernest Financial Advisors held 14,300 shares of Peerless Option Income Wheel ETF worth $290K as of Q1 2026.
Evernest Financial Advisors bought 434 Peerless Option Income Wheel ETF shares in Q1 2026, an estimated $8.74K.
Peerless Option Income Wheel ETF made up 0.06% of Evernest Financial Advisors's portfolio in Q1 2026, its #151 holding.
Evernest Financial Advisors first reported a position in Peerless Option Income Wheel ETF in Q4 2025 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Peerless Option Income Wheel ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.