Northwestern Mutual Wealth Management
WEEL

Northwestern Mutual Wealth Management’s Peerless Option Income Wheel ETF WEEL Stock Holding History

Northwestern Mutual Wealth Management’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 		– Sell
-61
Closed -$1.22K – 4509
2025
Q4 		$1.22K Buy
+61
New +$1.24K ﹤0.01% 3594

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 $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

Northwestern Mutual Wealth Management's WEEL Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of Peerless Option Income Wheel ETF (WEEL) in Q1 2026, closing a stake of 61 shares — an estimated $1.22K sold.

Northwestern Mutual Wealth Management first reported a position in WEEL in Q4 2025 and held it in 1 quarter. The position peaked at $1.22K in Q4 2025. 6 funds tracked by Wall St. Rank hold WEEL as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining Peerless Option Income Wheel ETF position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 61 Peerless Option Income Wheel ETF shares in Q1 2026, an estimated $1.22K.
  • Northwestern Mutual Wealth Management first reported a position in Peerless Option Income Wheel ETF in Q4 2025 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Peerless Option Income Wheel ETF position peaked at $1.22K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Peerless Option Income Wheel ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.