UBS Group
WEEL

UBS Group’s Peerless Option Income Wheel ETF WEEL Stock Holding History

UBS Group’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
2025
Q4 		– Sell
-29
Closed -$580 – 11325
2025
Q3 		$580 Buy
+29
New +$581 ﹤0.01% 9614

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 $151M AUM 20.49% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group's WEEL Position: Q4 2025 in Review

UBS Group sold out of Peerless Option Income Wheel ETF (WEEL) in Q4 2025, closing a stake of 29 shares — an estimated $580 sold.

UBS Group first reported a position in WEEL in Q3 2025 and held it in 1 quarter. The position peaked at $580 in Q3 2025. 6 funds tracked by Wall St. Rank hold WEEL as of Q4 2025.

  • UBS Group reported no remaining Peerless Option Income Wheel ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 29 Peerless Option Income Wheel ETF shares in Q4 2025, an estimated $580.
  • UBS Group first reported a position in Peerless Option Income Wheel ETF in Q3 2025 and held it in 1 quarter.
  • UBS Group's Peerless Option Income Wheel ETF position peaked at $580 in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Peerless Option Income Wheel ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.