EFA
WEEL

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
Q2 		– Sell
-14,300
Closed -$290K – 203
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

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

Evernest Financial Advisors's WEEL Position: Q2 2026 in Review

Evernest Financial Advisors sold out of Peerless Option Income Wheel ETF (WEEL) in Q2 2026, closing a stake of 14,300 shares — an estimated $290K sold.

Evernest Financial Advisors first reported a position in WEEL in Q4 2025 and held it in 2 quarters. The position peaked at $290K in Q1 2026. 7 funds tracked by Wall St. Rank hold WEEL as of Q2 2026.

  • Evernest Financial Advisors reported no remaining Peerless Option Income Wheel ETF position as of Q2 2026 after selling out during the quarter.
  • Evernest Financial Advisors sold 14,300 Peerless Option Income Wheel ETF shares in Q2 2026, an estimated $290K.
  • Evernest Financial Advisors first reported a position in Peerless Option Income Wheel ETF in Q4 2025 and held it in 2 quarters.
  • Evernest Financial Advisors's Peerless Option Income Wheel ETF position peaked at $290K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Peerless Option Income Wheel ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.