WEEL
Peerless Option Income Wheel ETF Equity
Peerless
·Est. 2024
·US
·
sec.gov/Archives/edgar/data/1924868/000199937124005966/peerless-497k_051324.htm
·
← All ETFs
$20.34
-0.37%
(-0.08)
AUM $21.3M
Expense 99.00%
52w Low $18.52
59.5% of range
52w High $21.59
50d MA $20.07
200d MA $20.21
NAV
$20.23
AUM
$21.3M
Expense
99.00%
Holdings
—
Avg Volume
3K
Inception
May 16, 2024
Issuer
Peerless
Exchange
—
Domicile
US
ISIN
US88636J4105
50d MA
$20.07
200d MA
$20.21
About
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.
Sector Exposure
Technology
22.8%
Financial Services
21.2%
Consumer Cyclical
11.1%
Industrials
10.0%
Healthcare
9.5%
Basic Materials
8.6%
Communication Services
8.5%
Real Estate
6.0%
Consumer Defensive
1.6%
Energy
0.4%
Utilities
0.3%
Cash & Others
0.0%