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Peerless Option Income Wheel ETF
WEEL
WEEL
19.59
USD
-0.23
1.16%
At close
Updated
Oct 16, 3:08 PM EDT
Pre-market
After hours
1 day
-1.16%
5 days
-1.71%
1 month
-4.39%
3 months
-2.25%
6 months
-3.69%
Year to date
-2.54%
1 year
-2.34%
5 years
-2.1%
10 years
-2.1%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Brinker Capital Investments
Berwyn,
Pennsylvania
| $6.61M | +$3.48M | +170,778 | +107% |
|
| 2 |
CCM
2
Crew Capital Management
Cincinnati,
Ohio
| $549K | +$94.5K | +4,639 | +20% |
|
| 3 |
GSIAS
3
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $438K | +$445K | +21,850 | New |
|
| 4 |
EFA
4
Evernest Financial Advisors
Carmel,
Indiana
| $280K | +$282K | +13,866 | New |
|
| 5 |
SOS
5
Silver Oak Securities
Jackson,
Tennessee
| $253K | +$11.4K | +558 | +5% |
|
| 6 |
6
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.22K | +$1.24K | +61 | New |
|
| 7 |
7
UBS Group
Zurich,
Switzerland
| – | -$580 | -29 | Closed |
|