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
Q2 		$1.68M Buy
84,725
+21,700
+34% +$439K 0.3% 75
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

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

Garden State Investment Advisory Services's WEEL Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its Peerless Option Income Wheel ETF (WEEL) stake by 34% in Q2 2026, buying an estimated $439K and bringing the position to 84,725 shares worth $1.68M. The position accounts for 0.3% of the portfolio, ranked #75.

Garden State Investment Advisory Services first reported a position in WEEL in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold WEEL as of Q2 2026.

  • Garden State Investment Advisory Services held 84,725 shares of Peerless Option Income Wheel ETF worth $1.68M as of Q2 2026.
  • Garden State Investment Advisory Services bought 21,700 Peerless Option Income Wheel ETF shares in Q2 2026, an estimated $439K.
  • Peerless Option Income Wheel ETF made up 0.3% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #75 holding.
  • Garden State Investment Advisory Services first reported a position in Peerless Option Income Wheel ETF in Q4 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held Peerless Option Income Wheel ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.