Morgan Stanley
WEEL

Morgan Stanley’s Peerless Option Income Wheel ETF WEEL Stock Holding History

Morgan Stanley’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 		$797K Buy
+40,152
New +$812K ﹤0.01% 5328

Other funds holding WEEL

GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 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 40.91% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Morgan Stanley's WEEL Position: Q2 2026 in Review

Morgan Stanley opened a new position in Peerless Option Income Wheel ETF (WEEL) in Q2 2026: 40,152 shares worth $797K. The stake represents ﹤0.01% of the portfolio and ranks #5328 among its holdings.

7 funds tracked by Wall St. Rank hold WEEL as of Q2 2026.

  • Morgan Stanley held 40,152 shares of Peerless Option Income Wheel ETF worth $797K as of Q2 2026.
  • Peerless Option Income Wheel ETF was a new Morgan Stanley position in Q2 2026.
  • Peerless Option Income Wheel ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5328 holding.
  • 7 funds tracked by Wall St. Rank held Peerless Option Income Wheel ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.