GSIAS
WEEL

Garden State Investment Advisory Services’s Peerless Option Income Wheel ETF WEEL Stock Holding History

Garden State Investment Advisory Services’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 		$1.22M Buy
63,025
+41,175
+188% +$829K 0.27% 82
2025
Q4 		$438K Buy
+21,850
New +$445K 0.1% 172

Other funds holding WEEL

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

Garden State Investment Advisory Services's WEEL Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its Peerless Option Income Wheel ETF (WEEL) stake by 188% in Q1 2026, buying an estimated $829K and bringing the position to 63,025 shares worth $1.22M. The position accounts for 0.27% of the portfolio, ranked #82.

Garden State Investment Advisory Services 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.

  • Garden State Investment Advisory Services held 63,025 shares of Peerless Option Income Wheel ETF worth $1.22M as of Q1 2026.
  • Garden State Investment Advisory Services bought 41,175 Peerless Option Income Wheel ETF shares in Q1 2026, an estimated $829K.
  • Peerless Option Income Wheel ETF made up 0.27% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #82 holding.
  • Garden State Investment Advisory Services 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 Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.