WEEL

Peerless$20.30-0.00 (-0.02%)
AUM $21.3MER 0.99%NAV $20.23Holdings

Price Chart

Key Statistics

Previous Close

$20.30

Day Range

$20.30$20.37

52-Week Range

$18.31$20.80

Avg Volume

16.8K

Dividend Yield

12.53%

Expense Ratio

0.99%

AUM

$21.3M

Shares Outstanding

738.8K

ETF Grades

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Sector Breakdown

SectorWeight %
Technology22.78%
Financial Services21.23%
Consumer Cyclical11.10%
Industrials10.03%
Healthcare9.50%
Basic Materials8.62%
Communication Services8.47%
Real Estate6.01%
Consumer Defensive1.58%
Energy0.36%
Utilities0.32%
Cash & Others0.00%

Country Allocation

CountryWeight %
United States75.28%
Other24.72%

Fund Information

Issuer
Peerless
Category
Technology
Inception Date
May 16, 2024
Exchange
NYSE_ARCA
Description
The fund is an actively managed ETF that seeks current income. The fund’s strategy consists of two main components: firstly, investing in a range of sector-specific ETFs and, in some instances, individual securities; and secondly, implementing an "option wheel strategy". The fund will primarily invest in different market sectors using sector ETFs. The fund is non-diversified.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.00T
VOOVanguard S&P 500 ETF$1.40T
IVViShares Core S&P 500 ETF$789.70B
SPYState Street SPDR S&P 500 ETF Trust$723.48B
QQQInvesco QQQ Trust, Series 1$426.66B

The Peerless Option Income Wheel ETF (WEEL) is an exchange-traded fund issued by Peerless that launched on May 16, 2024. It currently manages $21.3M in assets under management. The fund charges an expense ratio of 0.99%. It falls under the Technology category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
-0.02%
1W
-0.51%
1M
+6.96%
3M
+0.00%
6M
-0.04%
YTD
+0.99%
1Y
+10.85%
3Y
+103.00%
5Y
+103.00%

Moving Averages

20-Day MA

$19.89

Above 20-Day MA
50-Day MA

$20.07

Above 50-Day MA
200-Day MA

$20.16

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$20.80

Current Price

$20.30

52-Week Low

$18.31

$18.31$20.80

Current Yield

12.53%

Annual Dividend

$2.5500

Frequency

4x/year

Last Ex-Date

Dec 30, 2025

Dividend History

Ex-DateAmountPay Date
Dec 30, 2025$0.7500Dec 31, 2025
Sep 25, 2025$0.6000Sep 26, 2025
Jun 26, 2025$0.6000Jun 27, 2025
Mar 27, 2025$0.6000Mar 28, 2025
Dec 27, 2024$0.7320Dec 30, 2024
Sep 25, 2024$0.6000Sep 26, 2024

Dividend Payments Over Time

Category Comparison

MetricWEELTechnology(1414 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio0.99%0.67%0.80%
AUM$21.3M$6.79B$325.7M
Dividend Yield12.53%2.97%6.78%
Avg Volume16.8K575.4K144.4K
Holdings20083
Performance
1-Month Return-1.73%+9.17%+3.51%
6-Month Return-2.40%+7.10%-0.34%
YTD Return-0.51%+7.03%+2.47%
1-Year Return+3.68%+40.63%+13.40%

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