The first-ever option wheel ETF - NYSE: $WEEL
Columbus, OH and Houston, TX
Joined February 2024
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Celebrating two years of the Peerless Option Income Wheel ETF $WEEL on the NYSE.
This milestone reflects a tremendous amount of work from our team, partners, shareholders, and supporters who helped bring a first-of-its-kind option income strategy to market.
Grateful — and excited for continued growth!
For standardized performance and more fund info, please visit peerlessetfs.com
ALT Return displayed is on NAV. **Distribution Rate - the annual rate an investor would receive if the most recently declared distribution remained the same going forward. The Distribution Rate is calculated by multiplying an ETF’s Distribution per Share by twelve (12) and dividing the resulting amount by the ETF’s most recent NAV. The Distribution Rate represents a single distribution from the ETF and does not represent its total return. Distributions are not guaranteed. Please refer to the 19a 1 Notice, which can be found on the Fund’s website, for information regarding the composition of distributions. *30-Day Yield - calculated with a standardized formula mandated by the SEC. The formula is based on the maximum offering price per share and does not reflect waivers in effect. This material must be provided or accompanied by a prospectus. It can be found at www.peerlessetfs.com/#fund-summary.
Peerless ETFs retweeted
Portfolio Update ✍🏾🧪🎲
I've structured this to diversify not just the individual holdings, but the specific mechanisms for how my portfolio generates returns, captures yield, and manages tail risk.
🚀 Growth & Return Engines (39.1%)
$PRTO • $GMAC • $WTAL
🛡️ Defense & Risk Managed (25.1%)
$OVF • $ATTR • $ACSP
💸 Income & Hybrid (16.9%)
$ODTE • $KYLD • $DCAP
⚡ Alternative & Tactical (10.4%)
$RISR • $WRTH • $WEEL
⚓ Anchor (8.5%)
$JFLI
Five strategic engines. One cohesive system. At least that's the idea 😅. Trial and error!
#etf #Investing #Portfolio #Architecture #growth #defense #fixed #index #spy #options #income #yield
🤖 Made with AI
Peerless ETFs retweeted
I hear a lot of complaints about quarterly income paying funds. But don't knock em. Especially if they deliver, like $WEEL.
Why does @PeerlessETFs Option Income Wheel ETF (WEEL) pay quarterly instead of monthly? 🗓️
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Strategy > Schedule.
Monthly deadlines can force portfolio managers into poor option-writing decisions just to meet a payout. $WEEL’s quarterly window gives the fund the flexibility to sell cash-secured puts and covered calls when market conditions are actually optimal, not just when the calendar dictates.
The historical consistency (Q3 '24 – Q2 '26 regular payouts):
🔹 $WEEL (Quarterly): 0% variability ($0.60/qtr)
🔹 $JEPI (Monthly): 87% variability
🔹 $JEPQ (Monthly): 47% variability
Investors can manage their own monthly cash flow. Let the fund focus on quality income generation over forced timing. 📊⚙️ 🤓
#ETF #index #spy #global #nasdaq #russell #Options #Trading #Yield #income #dividend #quarterly #puts #calls @highyieldlab #growth @MarvinG54910883
🤖 Made with AI
Peerless ETFs retweeted
$WEEL is the only investment I own that isn’t a company.
But it belongs in my portfolio.
Sell cash secured puts. If assigned, sell covered calls. Rinse and repeat.
The current distribution rate is roughly 12%, with no 19a notices indicating return of capital since launch. All earned profit.
AUM has quietly grown from about $10M to nearly $48M. It's still very small.
I keep a chunk stashed away and reinvest the distributions.
No moonshot. Just boring cash flow quietly compounding.
@PeerlessETFs @pasco27one @erik9480
Peerless ETFs retweeted
Can't wait for 2027 to see more people take advantage of $WEEL!
Peerless ETFs retweeted
youtu.be/4Uin-cdU80s?is=WVTg…
Shout out @ArchitectIncome
$WEEL is still one of my favorites 🤓
It runs the full "Option Wheel" engine and isn't limited to US equites 🌎:
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1️⃣ Hold T-Bills & sell cash-secured puts → Get paid while waiting to buy at a discount.
2️⃣ If assigned, own the shares & sell covered calls → Get paid while waiting to exit.
3️⃣ Shares called away → Return to cash/Treasuries → Repeat the cycle.
The Edge: It doesn’t predict direction—it systematically monetizes volatility. Multiple income drivers (put premiums, call premiums, T-bill yield, dividends) make it thrive in sideways, range-bound markets.
The Reality Check: It is NOT a crash hedge. It's a distribution machine ⚙️
#etf @PeerlessETFs #dividend #yield #income #quarterly #options #bonds #calls #puts #index #reits #banks #commodities #diversified
Peerless ETFs retweeted
Smarter way to get in. youtu.be/AcoeBWfYnhI
Peerless ETFs retweeted
If you can earn more than 5% in the treasury market, how much option premium do you really need to justify taking equity risk?
Robert Pascarella @PeerlessETFs says higher rates make the cash secured put stronger, not weaker.
Collateralize at 4 to 5% while you wait, and the whole strategy makes far more sense than it did in the zero rate era.
Peerless ETFs retweeted
ETFs have been a hot topic in the market for some time now, but they can be overwhelming.
Who better to provide some clarity than Robert Pascarella, Research and Trading Co-Portfolio Manager at @PeerlessETFs?
Robert will join @CVecchioFX for Last Call today at 2:30PM CDT on the tastylive network. Come say hi and ask all of your ETF questions in the chat!
Dividend announced!
$WEEL important dates:
Declaration Date: 9/23/2026
Ex-Dividend Date: 9/24/2026
Record Date: 9/24/2026
Dividend Payable: 9/25/2025
For important information, visit peerlessetfs.com.
See our latest review from ETF Portfolio Blueprint!
lnkd.in/p/gCwN_bKe
Peerless ETFs retweeted
Thanks for this lesson dad ❤️
This moment taught me that I'm not incapable, I just don't know how.
I hope this helps you on your journey!
Peerless ETFs retweeted
This is a great ETF. Reinvest and compound this one. @PeerlessETFs
Peerless ETFs retweeted
Join us LIVE, 60% of Nasdaq Stocks are in a Bear Market while the index sits at near highs, we've got the set up for you!
With special guests->
840amCT Robert Pascarell @PeerlessETFs
900amCT @erickjablonski
11amCT Henry Schwartz, Vice President, Market Intelligence at Cboe @Cboe
