Peerless Option Income WheelWEELETF
13F holders, Q1 2026 (March 31)6holders
1new positions
1sold out
$19.44avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding Peerless Option Income Wheel (WEEL) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Orion Porfolio Solutions, LLC ($5.1M), Garden State Investment Advisory Services LLC ($1.2M) and Crew Capital Management, Ltd ($609K).
- Company
- Peerless Option Income Wheel
- Filed as
- TIDAL TRUST II (Q1 2026)
- CUSIP
- 88636J410
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $212K |
| Exits | 1 | $1K |
All 13F filers, Q4 2025 → Q1 2026: 59,524 shares bought and 69,217 shares sold, net −9,693 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -21.0% | 260,560 | $5.1M |
| Garden State Investment Advisory Services LLC | 0.29% | Add +188.4% | 63,025 | $1.2M |
| Crew Capital Management, Ltd | 0.40% | Add +14.5% | 31,356 | $609K |
| Silver Oak Securities, Incorporated | 0.02% | Add +23.9% | 15,648 | $304K |
| Evernest Financial Advisors, LLC | 0.06% | Add +3.1% | 14,300 | $290K |
| Advisory Services Network, LLC | 0.00% | New | 10,936 | $212K |
"% of holder's portfolio" is WEEL's weight in each manager's 13F, not the share of Peerless Option Income Wheel the manager owns.