SOS
WEEL

Silver Oak Securities’s Peerless Option Income Wheel ETF WEEL Stock Holding History

Silver Oak Securities’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 		$304K Buy
15,648
+3,015
+24% +$60.7K 0.02% 595
2025
Q4 		$253K Buy
12,633
+558
+5% +$11.4K 0.02% 687
2025
Q3 		$242K Buy
+12,075
New +$242K 0.02% 649

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 $151M AUM 20.49% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Silver Oak Securities's WEEL Position: Q1 2026 in Review

Silver Oak Securities increased its Peerless Option Income Wheel ETF (WEEL) stake by 24% in Q1 2026, buying an estimated $60.7K and bringing the position to 15,648 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #595.

Silver Oak Securities first reported a position in WEEL in Q3 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold WEEL as of Q1 2026.

  • Silver Oak Securities held 15,648 shares of Peerless Option Income Wheel ETF worth $304K as of Q1 2026.
  • Silver Oak Securities bought 3,015 Peerless Option Income Wheel ETF shares in Q1 2026, an estimated $60.7K.
  • Peerless Option Income Wheel ETF made up 0.02% of Silver Oak Securities's portfolio in Q1 2026, its #595 holding.
  • Silver Oak Securities first reported a position in Peerless Option Income Wheel ETF in Q3 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held Peerless Option Income Wheel ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.